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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 | 2019-11-22 |
| GA | RA | APPROVED | 2003-02-21 |
Branch Locations
3280 Peachtree Rd Ne Ste 300, Atlanta, GA 30305 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Atlanta | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | Present |
EXECUTOR FOR SISTER, INVESTMENT RELATED, KENNESAW GA, CURRENTLY NO DUTIES, 0 HOURS PER MONTH POWER OF ATTORNEY FOR FATHER, INV RELATED, LAGRANGE, GA, START DATE: 11/19/18, 1 HR/MONTH, 1 HR DURING TRADING. RENTAL PROPERTY, INV RELATED, ST SIMONS, GA, 100% OWNERSHIP WITH SPOUSE, START 4/17/24, 0 HRS PER MONTH AND TRADING; EDELSON SEAPALMS LLC, INV RELATED, ST SIMONS, GA, 100% OWNERSHIP WITH SPOUSE, START 4/17/24, 0 HRS PER MONTH & TRADING, RENTAL HOLDER;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-31 |
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