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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 | 2024-11-25 |
| TX | RA | APPROVED_RES | 2024-11-22 |
Branch Locations
5811 Pelican Bay Blvd Ste 600, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fort Myers | FL | 04/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Myers | FL | 03/2020 | 11/2024 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 11/2024 | Present |
Rental Property; Investment Related; North Fort Myers, FL; 100% owner; 12/02/2024; 1 hour per month; None during Trading Hours; No Duties / Single Family;599 9th Street North, Naples, FL, 34102; Investment-Related; 08/01/2019; 0 hours per month; 0 during trading hours. | SOLEMATE SHOE REPAIR; FORT MYERS, FL; 100% OWNER; 02/04/2022; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; COBBLER - SHOE REPAIR AGAPE WEALTH PARTNERS LLC ; INV RELATED; NAPLES,FL; FINET;100% OWNERSHIP; START DATE: 12/16/2025; 165 HRS PER MONTH; 165 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-21 |
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