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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-03 |
| FL | RA | APPROVED | 2024-11-04 |
Branch Locations
255 S County Rd Ste 100 [Vg-Rbo], Palm Beach, FL 33480 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Palm Beach | FL | 05/2007 | 08/2019 |
| Wells Fargo Clearing Services | Palm Beach | FL | 01/2020 | 08/2024 |
| Wells Fargo Bank | Palm Beach | FL | 01/2020 | 08/2024 |
| Unemployed | Na | FL | 08/2019 | 01/2020 |
| Wells Fargo Clearing Services, Llc | Palm Beach | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-18 |
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