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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 | 2023-10-04 |
| TX | RA | APPROVED | 2023-10-02 |
Branch Locations
Loxahatchee , FL • United States
1800 N Military Trail Suite 210 2Nd Floor, Boca Raton, FL 33431 • 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 | Fort Lauderdale | FL | 03/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2016 | 10/2023 |
| Wells Fargo Advisors Financial Network, Llc | Boca Raton | FL | 10/2023 | Present |
XV CAPITAL WEALTH INC.; INV RELATED; LOXAHATCHEE, FL; FINET PRACTICE; START DATE 4/2023; 5 HRS PER MONTH; 0 HRS DURING TRADING; TRANSITION TO FINET PRACTICE.| ESTATE OF NON FAMILY MEMBER; INV RELATED; WEST PALM BEACH, FL; EXECUTOR; START DATE 04/21/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-26 |
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