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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 | 2024-04-17 |
Branch Locations
2110 N Oak St, Myrtle Beach, SC 29577 • United States
2801 Highway 280 S Ste 400 [A1-Rbo], Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Dallas | TX | 04/2023 | 03/2024 |
| Wells Fargo Bank, Na | Fort Walton Beach | FL | 04/2023 | Present |
| Farmers Insurance | Plano | TX | 11/2022 | 03/2023 |
| Farmers Insurance | Winter Park | FL | 06/2022 | 10/2022 |
| Zilberman Group | Orlando | FL | 10/2012 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Fort Walton Beach | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-15 |
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