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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 | 2023-10-31 |
| TX | RA | APPROVED_RES | 2023-10-30 |
Branch Locations
1894 Laurel Manor Dr, The Villages, FL 32162 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2001 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Leesburg | FL | 10/2023 | Present |
CITY OF LEESBURG RECREATION ADVISORY BOARD; NOT INV. RELATED; LEESBURG, FL; ADVISORY BOARD MEMBER; START DATE 11/1/2021; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, PROVIDE FEEDBACK AND ADVISE OF PROGRAMS AND ACTIVITIES FOR THE LEESBURG RECREATION DEPARTMENT. VACANT LAND/PROPERTY/REAL ESTATE GENERAL PARTNER. *** TFS INVESTMENTS LLC; INV. RELATED; LEESBURG, FL; 25% OWNERSHIP; OWNS PIECE OF LAND; START DATE 8/6/2007; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: CO-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-20 |
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