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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 | 2015-01-10 |
| FL | RA | APPROVED | 2012-05-14 |
Branch Locations
2001 Sw 17Th St 2Nd Fl Paddock Park Bldg 100, Ocala, FL 34471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ocala | FL | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ocala | FL | 11/2016 | Present |
TRUSTEE FOR FRIEND'S JOINT IRREVOCABLE TRUST, INVESTMENT RELATED, OCALA FL, START DATE 2/10/2008; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR FRIEND'S IRREVOCABLE TRUST, INVESTMENT RELATED, OCALA FL, START DATE 12/19/2002; 1 HR PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR FRIEND'S JOINT IRREVOCABLE TRUST, INVESTMENT RELATED, OCALA FL, START DATE 10/01/2001; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-04 |
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