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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 | 2019-11-14 |
| FL | RA | APPROVED | 2014-08-01 |
Branch Locations
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
200 Plantation Island Dr S, Saint Augustine, FL 32080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Ponte Vedra Beach | FL | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ponte Vedra Beach | FL | 11/2016 | Present |
CO-TRUSTEE FOR MOTHER, INV RELATED, JACKSONVILLE, FL, START: 3/2012, 1 HOURS PER MONTH. RENTAL PROPERTY; INV RELATED; ATLANTIC BEACH, FL; RESIDENTIAL; 100% OWNERSHIP; START 8/31/2015; 2 HOURS PER MONTH, 0 DURING TRADING; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-12 |
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