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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 | 2023-11-15 |
| FL | RA | APPROVED | 2009-03-27 |
Branch Locations
975 S Federal Hwy, Boca Raton, FL 33432 • United States
1675 N Military Trail Ste 500 [F1/F5-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 | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | Present |
CO-TRUSTEE FOR FAMILY TRUST; INVESTMENT RELATED; BOCA RATON, FL; START DATE 7/2003; VERY LITTLE TIME DEVOTED. OLIVE FAMILY LIMITED CORP; INV RELATED; STANN CREEK DISTRICT, BELIZE; START DATE 1/6/2022; 0 HOURS PER MONTH; 0 DURING TRADING; CO-OWNER OF HOME IN BELIZE. THE 4 OLIVES LLC; INV. RELATED; ST. THOMAS, VIRGIN ISLANDS; 34% OWNERSHIP; START DATE 12/8/2022; 0 HRS PER MONTH; LLC HOLDS HOUSE; DUTIES: OWNER. BENEFICIARY FOR FAMILY FRIEND; INV RELATED;BOCA RATON ,FL; BENEFICIARY OF ACCOUNT ; BENEFICIARY; START DATE: 11/22/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-27 |
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