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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 | 2020-06-27 |
| FL | RA | APPROVED | 2005-05-02 |
Branch Locations
625 Grand Blvd, Ste 200, Miramar Beach, FL 32550 • United States
Santa Rosa Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Destin | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Destin | FL | 11/2016 | Present |
POWER OF ATTORNEY FOR FATHER, INV RELATED, SANTA ROSA BEACH, FL, START 4/10/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. POWER OF ATTORNEY FOR MOTHER, INV RELATED, SANTA ROSA BEACH, FL, START 4/16/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. POWER OF ATTORNEY FOR SPOUSE; INV RELATED; SANTA ROSA BEACH,FL; POA; 05/2025; 1 HOUR PER MONTH; 0 DURING TRADING; FACILITATE TRADING AND ASSET MOVEMENT ACCTIVITY IN SPOUSE'S ACCOUNT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-18 |
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