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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 | 2020-12-07 |
Branch Locations
238 S Washington Blvd, Sarasota, FL 34236 • United States
7500 Island Cove Terrace Suite 201 [Satellite], Sarasota, FL 34240 • United States
2 disclosure categories 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 | Sarasota | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 11/2016 | 12/2020 |
| Wells Fargo Advisors Financial Network, Llc | Sarasota | FL | 12/2020 | Present |
MCMULLEN FINANCIAL GROUP; INV. RELATED; SARASOTA,FL; 100% OWNERSHIP; START 12/7/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; PASS THROUGH FOR FINET PRACTICE.| GATORS FOR LIFE, LLC, NOT INVT RELATED, GAINESVILLE, FL, 30% OWNERSHIP, START 1/1/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, VACATION HOME OWNERSHIP.| CAPSTAN INSURANCE CONSULTING LLC; INV RELATED; SARASOTA, FL; AGENT; START 06/16/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING HOURS; PROCESS FINET APPROVED OUTSIDE INSURANCE RELATED BUSINESS MCMULLEN GP, LLC ; INV RELATED; SARASOTA, FL; LLC;90% OWNERSHIP; START DATE: 10/30/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-02 |
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