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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 | 2023-05-09 |
Branch Locations
1070 Lake Sumter Landing, The Villages, FL 32162 • United States
4140 Nw37Th Pl Ste D [Satellite], Gainesville, FL 32606 • 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 Clearing Services, Llc | Gainesville | FL | 11/2016 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Gainesville | FL | 05/2023 | Present |
| Wells Fargo Advisors Llc | Gainesville | FL | 05/2009 | 11/2016 |
| Wachovia Bank, N.A. | Gainesville | FL | 01/2003 | Present |
LEGACY WEALTH MANAGEMENT GROUP LLC, INV RELATED, GAINESVILLE, FL, 50% OWNERSHIP, START 5/5/2023, 160 HOURS PER MONTH, 140 HOURS DURING TRADING, FINET PRACTICE.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, GAINESVILLE, FL, START: 11/28/2023, 10 HOURS A MONTH, 1 HOUR DURING TRADING. BARBARA C FULLER TRUST ; INV RELATED; GAINESVILLE, FL; PAY BILLS AND MANAGE ACCOUNTS ; TRUSTEE/CO-TRUSTEE; START DATE: 02/01/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-10 |
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