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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 | 2014-10-06 |
| TX | RA | APPROVED | 2014-10-06 |
Branch Locations
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 Financial Network, Llc | Sarasota | FL | 10/2014 | Present |
DAY/JAFFE, LLC:INV RELATED, SARASOTA, FL, 50% OWNER, START: 2/2005, 4 HOURS PER MONTH/0 DURING TRADING, DUTIES: RESIDENTIAL REAL ESTATE| JEFFD LLC, INV RELATED, SARASOTA, FL, 100% OWNERSHIP, START: 7/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE.;| CO-TRUSTEE FOR DAY JAFFE LLC 401K, INV RELATED, SARASOTA, FL, START: 7/15/2015, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.| DAY GP LLC; INV RELATED; SARASOTA, FL; USED TO SELL TO CAPSTEN GROWTH; 90% OWNERSHIP; START DATE 03/28/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING| CAPSTAN INSURANCE CONSULTING LLC; INV RELATED; SARASOTA, FL; AGENT; START DATE 06/16/2025; 5 HOURS PER MONTH; 5 HOUR DURING TRADING HOURS; PROCESS FINET APPROVED OUTSIDE INSURANCE RELATED BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-07 |
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