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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 | 2025-06-09 |
| TX | RA | APPROVED_RES | 2014-07-14 |
| FL | RA | APPROVED | 2011-06-21 |
| NJ | RA | APPROVED | 2003-07-01 |
Branch Locations
1051 W Sherman Ave Bldg 5/Ste B, Vineland, NJ 08360 • United States
2989 Pga Blvd Ste 200, Palm Beach Gardens, FL 33410 • United States
1 disclosure category 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 | Lantana | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lantana | FL | 11/2016 | Present |
1. KEEPER SELF STORAGE, INVESTMENT RELATED, LAKE WORTH, FL, 100% OWNERSHIP, 0 HOURS, DUTIES: MANAGE BUSINESS. 2. TRUSTEE FOR BROTHER, INVESTMENT RELATED, VINELAND, NJ, FAMILY TRUST, MINIMAL TIME SPENT/0 DURING TRADING. 3. TRUSTEE FOR BROTHER'S LIVING TRUST, INVESTMENT RELATED, VINELAND, NJ, FAMILY TRUST, TRUSTEE, 0-1 HOUR / MONTH/ 0 DURING BUSINESS HOURS. 4. TRUSTEE FOR FATHER, INVESTMENT RELATED, VINELAND, NJ, MINIMAL TIME SPENT, NOT DURING BUSINESS HOURS. 5. AUSTIN 1 LLC; INVESTMENT RELATED; JUPITER, FL; 100% OWNERSHIP; REAL ESTATE; START 12/2013; 2 HRS PER MONTH; 0 HRS DURING TRADING. 6. SNOWBALL LIMITED PARTNERSHIP, NOT INV RELATED, BOACA RATON, FL, .5% OWNERSHIP, START 12/31/2013, 1 HOUR PER MONTH, ZERO DURING TRADING. 7. LOAN, INV RELATED, JUPITER, FL, START 11/1/2015, ZERO HOURS PER MONTH, ZERO DURING TRADING. 8. JUGGERKNOT, LLC; NOT INVESTMENT RELATED; JUPITER, FL; 70% OWNERSHIP, START 6/5/2019; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY. 9. RIVER RANCH CONDO ASSOCIATION, NOT INV RELATED, RIVER RANCH, FL, BOARD MEMBER, START 9/15/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, DISCUSSING THE WELLBEING OF THE PROPERTY. 10. RENTAL PROPERTY, INVT RELATED, LANTANA, FL, 100% OWNERSHIP, START DATE 9/16/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. 11. RENTAL PROPERTY, INVT RELATED, LANTANA, FL, 100% OWNERSHIP, START DATE 9/16/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. 12. SELF STORAGE UNITS, INVT RELATED, LITHIA, FL, 100% OWNERSHIP WITH SPOUSE, START DATE 9/16/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. 13. POWER OF ATTORNEY FOR FATHER; INV. RELATED; JUPITER, FL; START DATE 11/2021; 0 HRS PER MONTH. 14. THE STERN GRANDCHILDREN'S TRUST; INV RELATED;BOCA RATON,FL; TRUSTEE FOR GRANDCHILDREN’S TRUST; TRUSTEE/CO-TRUSTEE; START DATE: 9/30/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-23 |
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