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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 | 2024-04-09 |
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
3825 Pga Boulevard Ste 601, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Boca Raton | FL | 05/2009 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Boynton Beach | FL | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Boca Raton | FL | 04/2024 | Present |
ROSADO FAMILY LLC; INV REALTED; TBD, FL; 100% OWNERSHIP; START 04/08/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; FINET TRANSITION. MRG WEALTH MANAGEMENT LLC; INV RELATED; TBD, FL; 33.3% OWNERSHIP; START 04/08/2024; 5 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET TRANSITION. REQUEST, TAKE ACTION ON VIOLATIONS AND COMMUNITY LAND MAINTENANCE NEEDS TO MAINTAIN THE PROPERTY AESTHETICS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-03 |
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