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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 | 2015-12-15 |
| FL | RA | APPROVED | 2015-12-04 |
Branch Locations
5547 Se Federal Hwy, Stuart, FL 34997 • United States
11800 Se Federal Hwy, Hobe Sound, FL 33455 • United States
6735 W Indiantown Rd, Jupiter, FL 33458 • United States
4180 Nw Federal Hwy, Jensen Beach, FL 34957 • United States
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | West Palm Beach | FL | 12/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, BLAIRSVILLE, GA, 100% OWNERSHIP, START 5/16/2021, 10 HOURS PER MONTH, ZERO DURING TRADING, PROPERTY MANAGEMENT. KINGFISHER COVE HOLDINGS, LLC, INVT RELATED, HOBE SOUND, FL, 100% OWNERSHIP WITH SPOUSE, START DATE 8/18/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, FOR RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-07 |
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