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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-06 |
Branch Locations
4600 Military Trail Suite 217 Fl 2, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Palm Beach Gardens | FL | 01/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palm Beach Gardens | FL | 11/2016 | Present |
CADENCE REAL ESTATE HOLDINGS, LLC; NOT INV. RELATED; JUPITER,FL; 100% OWNERSHIP; START DATE 01/21/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE. RENTAL PROPERTY, INVT RELATED, JUPITER, FL, 100% OWNERSHIP, START DATE 5/9/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, COMMERCIAL PROPERTY FOR FUTURE FINET PRACTICE.; CADENCE RETIREMENT GROUP, LLC, INV RELATED, JUPITER, FL, 100% OWNERSHIP, START: 7/8/2022, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR CADENCE RETIREMENT GROUP 401K, INV RELATED, JUPITER, FL, START: 01/24/2024, 1 HR/MONTH, 1 HRS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-11 |
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