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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-01 |
| FL | RA | APPROVED | 2009-04-20 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
200 N Congress Ave, Boynton Beach, FL 33426 • 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 | Greenacres | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenacres | FL | 11/2016 | Present |
VIENNA REVOCABLE TRUST ; INV RELATED;NORTH PALM BEACH,FL; CO TRUSTEE; TRUSTEE/CO-TRUSTEE; START DATE: 02/26/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-17 |
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