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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 | 2025-07-18 |
| FL | RA | APPROVED | 2008-01-01 |
Branch Locations
625 Grand Blvd, Ste 200, Miramar Beach, FL 32550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Destin | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Destin | FL | 11/2016 | Present |
ROCKY BAYOU COUNTRY CLUB, INV RELATED, NICEVILLE, FL, FINANCE COMMITTEE MEMBER, START 7/1/2014, 3 HOURS PER MONTH, ZERO DURING TRADING SINFONIA GULF COAST, INV RELATED, DESTIN, FL, FINANCE COMMITTEE MEMBER, START 1/1/2023, 6 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING MONITORING AND APPROVING BUDGETS AND BALANCE SHEET.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-30 |
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