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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 | 2022-11-02 |
| TX | RA | APPROVED | 2022-10-24 |
Branch Locations
1 W Las Olas Blvd Suite 514 & 515, Ft. Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Aventura | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Aventura | FL | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 10/2022 | Present |
WALDMAN WEALTH MANAGEMENT LLC, INV RELATED, PARKLAND, FL, 100% OWNERSHIP, START 8/10/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR WALDMAN WEALTH MANAGEMENT LLC 401K, INV RELATED, PARKLAND, FL, START: 4/20/2023, 1 HOUR A MONTH, LESS THAN 1 HOUR DURING TRADING, FINET PRACTICE 401K. PARKLAND GOLF AND COUNTRY CLUB ; INV RELATED;PARKLAND ,FL; NON-PROFIT ORGANIZATION; FINANCE COMMITTEE MEMBER; START DATE: 03/03/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-11 |
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