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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 | 2022-10-05 |
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED_RES | 2019-03-12 |
| NJ | RA | APPROVED | 2015-05-04 |
Branch Locations
630 Johnson Ave Suite 103, Bohemia, NY 11716 • United States
Cape Coral, FL • United States
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 Financial Network, Llc | Bohemia | NY | 10/2014 | Present |
GULF COAST PREMIER WEALTH MANAGEMENT LLC, INV RELATED, CAPE CORAL, FL, 100% OWNERSHIP, START 1/3/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. PREMIER WEALTH MANAGEAMENT, LLC; INV RELATED; CAPE CORAL, CL, 20% OWNERSHIP, START: 10/01/2014, 160 HOURS A MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. ROTARY CLUB OF CAPE CORAL; NOT INV. RELATED; CAPE CORAL, FL; TREASURER; START DATE 7/1/20254 HOURS PER MONTH; 0 HOURS DURING BUSINESS; DUTIES: MAINTAIN CLUB FINANCIALS AND HISTORICAL RECORDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-20 |
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