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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-22 |
| TX | RA | APPROVED_RES | 2019-10-22 |
Branch Locations
3801 Pga Blvd Suite 801, Palm Beach Gardens, FL 33410-2757 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Boca Raton | FL | 11/2015 | 11/2016 |
| Wells Fargo Bank | Boca Raton | FL | 11/2015 | 10/2019 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | 10/2019 |
| Rbc Capital Markets, Llc. | Boca Raton | FL | 10/2019 | Present |
| City National Bank | Palm Beach Gardens | FL | 12/2019 | Present |
1) Name: Individually Owned Address: Residential Rental Property in Tallahassee, FL Wolf Creek / 1515 Nena Hills Drive, Tallahassee, FL Business Description: Residential Business is not investment related Projected Start Date: 01/01/00 Capacity: Owner - Passive Duties Performed: NONE. PASSIVE RESIDENTIAL REAL ESTATE/RENTAL PROPERTY RUN BY 3RD PARTY MANAGEMENT COMPANY Devoted to this OBA per Month: 0 Hours Devoted to this OBA during business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-26 |
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