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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 | 2023-12-04 |
| TX | RA | APPROVED_RES | 2023-11-30 |
Branch Locations
350 E Las Olas Blvd 19Th Fl, 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Ft Lauderdale | FL | 08/2013 | 11/2023 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2023 | Present |
WILLIAM JOHN WALLACH REVOCABLE LIVING TRUST; INV RELATED;FORT LAUDERDALE,FL; FINANCIAL ADVISOR; FATHER OF BENEFICIARY; START DATE: 05/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-28 |
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