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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 | 2007-02-02 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lake Worth | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Worth | FL | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; CHARLOTTE, NC; 100% OWNERSHIP; START DATE = 2004; 1-2 HOURS PER MONTH; NOT DURING TRADING HOURS. - RENTAL PROPERTY; INVESTMENT RELATED; CHARLOTTE, NC; 100% OWNERSHIP; START DATE = 2008; 1-2 HOURS PER MONTH; NOT DURING TRADING HOURS. TRUSTEE FOR GREAT UNCLE; INVESTMENT RELATED; MIAMI, FL; START DATE 7/2014; 8 HRS PER MONTH; 4 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-06 |
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