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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-09 |
| FL | RA | APPROVED | 2022-09-19 |
| TX | RA | APPROVED | 2022-09-16 |
Branch Locations
501 E Las Olas Blvd [Satellite], Fort Lauderdale, FL 33301 • United States
2000 Riveredge Parkway Suite 740, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Lauderdale | FL | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2016 | 09/2022 |
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 09/2022 | Present |
RENTAL PROPERTY, INV RELATED, NAPLES, FL, 100% OWNERSHIP, START 10/28/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING. OWNER. CACCIPPIO FINANCIAL PLANNING, INC. INVT RELATED, FORT LAUDERDALE, FL, 100% OWNERSHIP, START DATE 9/19/2022, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.;| TRUSTEE FOR CACCIPPIO FINANCIAL PLANNING 401K, INV RELATED, DAVIE, FL, START: 11/3/2022, 160 HRS/MONTH, 8 HRS DURING TRADING, FINET PRACTICE 401K. | LAWVEST ; NOT INV RELATED; ATLANTA,GA; INSURANCE AGENCY; SENIOR FINANCIAL ADVISOR; START DATE: 10/01/2025; 20 HRS PER MONTH; 20 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-28 |
| S65 | Uniform Investment Adviser Law Examination | 1998-04-24 |
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