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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-02-16 |
| FL | RA | APPROVED | 2008-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Vero Beach | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Vero Beach | FL | 11/2016 | Present |
EXECUTOR FOR MOTHER, INV RELATED, VERO BEACH, FL, START: 3/3/2014, 0 HOURS. SUNUP ARC; INVESTMENT RELATED; VERO BEACH,FL; TREASURER; START DATE 03/01/2014; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0. TRUSTEE FOR FATHER; INV RELATED; VERO BEACH,FL; HELP FATHER HANDLEFINANCIAL AFFAIR; TRUSTEE/CO-TRUSTEE; START DATE: 02/02/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING; POWER OF ATTORNEY FOR FATHER; INV RELATED; TREASURE ISLAND,FL; HELP FATHER HANDLEFINANCIAL AFFAIR; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 02/02/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-03-03 |
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