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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 | 2018-11-29 |
| TX | RA | APPROVED_RES | 2015-08-21 |
Branch Locations
5326 8Th St [Profit Formula], Zephyrhills, FL 33542 • United States
4030 W Boy Scout Blvd Ste 150, Tampa, FL 33607 • 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 Bank Na | Brandon | FL | 10/2013 | Present |
| Wells Fargo Advisors, Llc. | Brandon | FL | 01/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brandon | FL | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-31 |
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