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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 | 2010-04-15 |
Branch Locations
1675 N Military Trail Ste 500 [D9-Rbo], Boca Raton, FL 33486 • 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 Llc | Boca Raton | FL | 04/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | Present |
CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, BOCA RATON, FL, START: 10/31/2019, 5 HRS/MONTH, 5 HRS DURING TRADING. BOCA MADERA, NOT INVT RELATED, BOCA RATON, FL, NEIGHBORHOOD IMPROVEMENT COMMITTEE, START DATE 4/15/2021, 4 HRS PER MONTH, 0 HRS DURING TRADING, ASSISTING WITH NEIGHBORHOOD IMPROVEMENTS TO LAWNS, BUILDINGS, HOUSES AND SIGNS IN THE NEIGHBORHOOD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-16 |
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