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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 | 2006-10-17 |
Branch Locations
7893 113Th St, Seminole, FL 33772 • United States
1819 Main St Ste 230 [A8-Rbo], Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tampa | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | Present |
SUCCESSOR TRUSTEE FOR AUNT ; NOT INV RELATED; SARASOTA, FL; SUCCESSOR TRUSTEE; START DATE: 08/26/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | POWER OF ATTORNEY FOR AUNT; INV RELATED; SARASOTA, FL; POA; START DATE: 08/26/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-24 |
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