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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 | 2018-01-04 |
| FL | RA | APPROVED | 2015-03-23 |
Branch Locations
802 Cheney Hwy, Titusville, FL 32780 • United States
7779 N Wickham Rd, Melbourne, FL 32940 • United States
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • 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 | Viera | FL | 03/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Viera | FL | 11/2016 | Present |
CHINESE AMERICAN SCHOLARS & PROFESSIONAL ASSOCIATION; NOT INV. RELATED; PALM BAY, FL; TREASURER; START DATE 7/2015; 4 HRS PER MONTH; 0 HRS DURING. SPACE COAST CHINESE AMERICAN ASSOCIATION, NOT INV RELATED, PALM BAY, FL, TREASURER, START 1/1/2019, 2 HOURS PER MONTH, 1 HOUR DURING TRADING, OVERSIGHT OF THE FINANCIALS, BOOKKEEPING, AND CREATING BALANCE SHEET STATEMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-25 |
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