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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 | 2022-08-16 |
| TX | RA | APPROVED | 2022-08-15 |
Branch Locations
The Villages , FL • United States
1070 Lake Sumter Landing, The Villages, FL 32162 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lady Lake | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lady Lake | FL | 11/2016 | 08/2022 |
| Wells Fargo Advisors Financial Network, Llc | The Villages | FL | 08/2022 | Present |
RENTAL PROPERTY, INV RELATED, THE VILLAGES, FL, 100% OWNERSHIP, START 10/1/24, 10 HRS PER MONTH, 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-28 |
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