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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 | 2024-11-20 |
| FL | RA | APPROVED | 2023-05-08 |
| CA | RA | APPROVED | 2023-05-05 |
Branch Locations
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 07/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 04/2023 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 05/2023 | Present |
TRUSTEE FOR NEPHEW'S TRUST, INV RELATED, NAPLES, FL, START: 12/29/2022, 1 HR/MONTH, 1 HR DURING TRADING.; TRUSTEE FOR MOTHER'S TRUST, INV RELATED, NAPLES, FL, START: 12/29/2022, 1 HOUR A MONTH, 1 HOUR DURING TRADING.; TRUSTEE FOR PARENT'S TRUST, INV RELATED, EASTON, CT, START: 3/15/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING. STREETER HOLDEN/ARTIST, NOT INVT RELATED, NAPLES, FL, 100% OWNERSHIP, START DATE 1/1/2018, 25 HRS PER MONTH, 0 HRS DURING TRADING, ARTIST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-06 |
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