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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 | 2022-11-07 |
| TX | RA | APPROVED_RES | 2022-10-27 |
Branch Locations
5811 Pelican Bay Blvd Ste 600, Naples, FL 34108 • United States
110 Se 6Th Street Suite 3000 [Satellite], Fort Lauderdale, FL 33301 • 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 | Aventura | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Aventura | FL | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 10/2022 | Present |
CO-TRUSTEE FOR FATHER'S TRUST, INVESTMENT RELATED, LAKE WORTH, FL, START DATE 05/01/2004, 1 HR/MONTH, 0 HRS DURING TRADING.; FINKEL FINANCIAL LLC, INVT RELATED, PARKLAND, FL, 100% OWNERSHIP, START DATE 8/1/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR FINKEL FINANCIAL LLC 401K, INV RELATED, PARKLAND, FL, START: 12/9/2022, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE 401K.; CO-TRUSTEE FOR SIGNIFICANT OTHER, INV RELATED, PARKLAND, FL, START: 3/5/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-02 |
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