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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 | 2025-03-28 |
| CT | RA | APPROVED | 2015-07-14 |
| FL | RA | APPROVED | 2006-01-30 |
Branch Locations
9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States
11075 Tamiami Trail N, Naples, FL 34108 • 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 | Naples | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, MINERAL BLUFF, GA, 100% OWNER, START: 7/2011, 0 HOURS PER MONTH, DUTIES: OWNER. NAPLES VENTURES, INC; NOT INVESTMENT RELATED; NAPLES,FL; TREASURER; START DATE 01/01/2019; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; MEN'S SOCIAL CLUB MEETS TO DISCUSS DONATIONS TO LOCAL CHARITIES AND PLANNING EVENTS, ACCEPTING AND DEPOSITING ANNUAL DUES AND EVENT PROCEEDS AS WELL AS PAYING EXPENSES OF THE ORGANIZATION. ORCHARDS COMMUNITY HOMEOWNERS ASSOCIATION; NOT INV. RELATED; NAPLES, FL; BOARD MEMBER; HOA; START DATE 9/2/2024; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: GOVERN OVER COMMUNITY AFFAIRS. SUCCESSOR TRUSTEE FOR MOTHER; INV RELATED; NAPLES,FL; SUCCESSOR TRUSTEE; TRUSTEE/CO-TRUSTEE; START DATE: 11/12/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-16 |
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