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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-10 |
| TX | RA | APPROVED | 2021-11-09 |
Branch Locations
6769 North Wickham Road, Suite B100, Melbourne, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Satellite Beach | FL | 02/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Satellite Beach | FL | 11/2016 | 11/2021 |
| Stifel Nicolaus & Co Inc | Melbourne | FL | 11/2021 | Present |
AIMkids Space Coast; 1000 Inspiration Lane, Melbourne, FL 32934; Help troubled youth develop into responsible and productive citizens; Board of Trustees - Treasurer; Review budget and balance sheet for benefit of the board; 06/01/2012; 1 Hour per Month; Not During Securities Trading Hours; Not Investment-Related. AMIkids, Inc; 5915 Benjamin Center Drive, Tampa, FL 33634; Non-profit to benefit youth; Member of the National Executive Committee; Advise and consent on policy and direction of organization; 10/13/2017; 2 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. Pietas Classical Christian; 5995 N. Wickham Rd, Building B Melbourne FL 32940; Private School; Member of the Board of Directors; General oversight and board functions; 01/21/2025; 2 hrs/month; Not During Securities Trading Hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-02 |
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