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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-15 |
| FL | RA | APPROVED | 2022-10-17 |
Branch Locations
3350 Virginia St Suite 249 [Satellite], Coconut Grove, FL 33133 • United States
3825 Pga Boulevard Ste 601, Palm Beach Gardens, FL 33410 • United States
New York City, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Palm Beach Gardens | FL | 10/2022 | Present |
RENTAL PROPERTY, INV RELATED, MIAMI, FL, 100% OWNERSHIP WITH SPOUSE, START 11/1/2015, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. POSITIVE OUTLOOK HOLDINGS LLC, INV RELATED, MIAMI, FL, 100% OWNERSHIP WITH SPOUSE, START 6/24/2022, 160 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. AAMVIC HOLDINGS LLC, INV RELATED, MIAMI, FL, 100% OWNERSHIP WITH SPOUSE, START 9/1/2016, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, TO HOLD RENTAL PROPERTY. TRAIL COMMISSIONS FROM GENWORTH INSURANCE PRODUCT, INV RELATED, RICHMOND, VA, START: 5/1999, 0 HOURS. CO-TRUSTEE FOR FAMILY TRUST ; INV RELATED;MIAMI,FL; LLC; TRUSTEE/CO-TRUSTEE; START DATE: 03/13/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-06 |
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