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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 | 2025-03-10 |
Branch Locations
3111 Cardinal Dr 200 Fl 2, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Vero Beach | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Vero Beach | FL | 11/2016 | 03/2025 |
| Wells Fargo Advisors Financial Network, Llc | Vero Beach | FL | 03/2025 | Present |
INDIAN RIVER PRIVATE WEALTH MANAGEMENT LLC; INV RELATED; VERO BEACH, FL; 85% OWNERSHIP; START 09/02/2024; 120 HOURS PER MONTH; 120 HOUR DURING TRADING; FINET PRACTICE.| IRPWM1 LLC; INV RELATED; VERO BEACH, FL; 100% OWNERSHIP; START 09/02/2025; 120 HOURS PER MONTH; 120 HOUR DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-01 |
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