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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 | 2023-08-04 |
| TX | RA | APPROVED | 2023-08-03 |
Branch Locations
5011 Gate Parkway Suite 200 Building 100, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jacksonville | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | 08/2023 |
| Wells Fargo Advisors Financial Network, Llc | Jacksonville | FL | 08/2023 | Present |
REBECCA MARTIN FORBES LLC, INV RELATED, JACKSONVILLE, FL, 100% OWNERSHIP BY SPOUSE , START 8/4/2023, .25 HOUR sPER MONTH, ZERO DURING TRADING, BOOKKEEPING ONLY FOR SPOUSES REAL ESTATE BUSINESS.; WBZFP, LLC, INV RELATED, JACKSONVILLE, FL, 33% OWNERSHIP, START 3/27/2023, 2 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE. TA FORBES CORP; INV. RELATED; JACKSONVILLE,FL; 100% OWNERSHIP; START DATE 8/4/2023; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 4; FINET PRACTICE.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, FORT PIERCE, FL, START: 8/4/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING.; TRUSTEE FOR MOTHER'S TRUST, INV RELATED, FORT PIERCE, FL, START: 8/4/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING. NFLA FINANCIAL PARTNERS OF WELLS FARGO ADVISORS FINANCIAL NETWORK; INV RELATED, JACKSONVILLE, FL, 33% OWNERSHIP, START 8/03/2023, 4 HOURS PER MONTH, 4 HOUR DURING TRADING, FINET PRACTICE. RENTAL PROPERTY, INV RELATED, JACKSONVILLE, FL, 100% OWNERSHIP, START 8/1/24, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD; RENTAL PROPERTY, INV RELATED, ST. JOHNS, FL, 100% OWNERSHIP, START DATE 10/31/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD. BRIDGEMONT INSURANCE PARTNERS; INV RELATED;JACKSONVILLE,FL; FINET INSURANCE;50% OWNERSHIP; START DATE: 06/01/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-16 |
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