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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 | 2025-08-11 |
Branch Locations
2757 Citrus Tower Blvd Suite 102 [Satellite], Clermont , FL 34711 • United States
238 S Washington Blvd, Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 11/2011 | 09/2016 |
| Wells Fargo Advisors, Llc | Orlando | FL | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Clermont | FL | 08/2025 | Present |
RENTAL PROPERTY, INV RELATED, CLERMONT, FL 100% OWNED WITH SPOUSE, START: 6/2015. JEH AUGUSTA SELF-STORAGE HOLDINGS, LLC; NOT INV. RELATED; ROSWELL,GA; 100% OWNERSHIP; START DATE 09/30/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; HOLDS PRIVATE INVESTMENT. TTT STEWARD, LLC; INV RELATED; WINDERMERE, FL; FINET PRTC ;100% OWNERSHIP; START DATE: 11/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; | CAPSTAN INSURANCE CONSULTING, LLC; INV RELATED; SARASOTA,FL; SELL INSURANCE PRODUCTS ;AGENT; START DATE: 11/05/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-07 |
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