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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 | 2015-01-20 |
| FL | RA | APPROVED | 2000-10-01 |
Branch Locations
3353 Pan American Dr, Miami, FL 33133 • United States
396 Alhambra Cir 8Th Fl [D2-Rbo], Coral Gables, FL 33134 • United States
7100 N Kendall Dr/Sw 88Th St, Miami, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Coral Gables | FL | 06/2002 | Present |
| Wells Fargo Advisors Llc | Coral Gables | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Coral Gables | FL | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; COCONUT GROVE, FL; 100% OWNERSHIP; START 2005; MINIMAL TIME DEVOTED PER MONTH; NONE DURING TRADING HOURS. TRUSTEE FOR AUNT; INV RELATED; MIDDLE VILLAGE, NY; START: 6/1/17; 0 HR/MO; 0 DURING TRADING. RENTAL PROPERTY, INV RELATED, S. MIAMI, FL, 100% OWNERSHIP, START 7/1/2017, ZERO HOURS PER MONTH, LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-29 |
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