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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 | 2016-03-17 |
| FL | RA | APPROVED | 2011-07-12 |
Branch Locations
1894 Laurel Manor Dr, The Villages, FL 32162 • United States
2 disclosure categories 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 | The Villages | FL | 06/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | The Villages | FL | 11/2016 | Present |
HOPCO PARTNERS LLC, INV RELATED, OCCLA, FL, 50%, START 2012, 20 HOURS PER MONTH/0 DURING TRADING.; | HOPCO LLC, 100% OWNERSHIP, INV RELATED, REAL ESTATE INVESTMENTS, 40 HOURS PER MONTH, START 2007;| RENTAL PROPERTY; INV RELATED; OCALA, FL; 100% OWNERSHIP; START 05/08/2014; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD.;| RENTAL PROPERTY; INV RELATED; OCALA, FL; 100% OWNERSHIP WITH SPOUSE; START 09/26/2014; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD.;| CO-TRUSTEE FOR MOTHER, INV RELATED, OCALA, FL, START: 4/24/2024, 1 HOUR A MONTH, 1 HOUR DURING TRADING. | PEDRO; INV RELATED; SUMMERFIELD, FL; 100% OWNERSHIP; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY| TRUST FOR MOTHER; INV RELATED; OCALA, FL; SUCCESSOR TRUSTEE; START DATE 06/02/2025; 1 HOUR PER MONTH; 0 HOURS DURTING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-14 |
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