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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 | 2023-02-03 |
| IN | RA | APPROVED | 2023-02-02 |
| TX | RA | APPROVED | 2023-02-02 |
Branch Locations
7370 College Parkway Suite 100, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Myers | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Myers | FL | 11/2016 | 02/2023 |
| Wells Fargo Advisors Financial Network, Llc | Fort Myers | FL | 02/2023 | Present |
HASENHOF LLC; INV RELATED; FORT MYERS, FL; RENTAL REAL ESTATE; CO-OWNER; START 8/2008; 0 HRS MONTH. NAZDAR INC; INV RELATED; NAPLES, FL; 50% OWNERSHIP, 0 HRS PER MONTH AND DURING TRADING, OWNERSHIP OF VACANT RESIDENTIAL LAND. HARBORAGE HOMEOWNER'S ASSOCIATION, NOT INV RELATED, FORT MYERS, FL, PRESIDENT, START 1/27/2020, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, OVERSIGHT OF FACILITIES, SECURITY, AND FISCAL RESPONSIBILITY. 950 CENTRAL AVENUE LLC, INV RELATED, FORT MYERS, FL, 25% OWNERSHIP, START 1/1/1998, .0 HOURS PER MONTH, ZERO DURING TRADING, HOLDS REAL ESTATE. RENTAL PROPERTY, INV RELATED, NAPLES, FL, 25% OWNERSHIP, START 6/13/2008, .50 HOURS PER MONTH, ZERO DURING TRADING, OWNER.; CHLUMSKY WEALTH MANAGEMENT GROUP LLC, INV RELATED, FORT MEYERS, FL, 100% OWNERSHIP, START 6/27/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. DAKY INC, INVT RELATED, NAPLES, FL, 7.5% OWNERSHIP, START DATE 1/1/1988. 0 HRS PER MONTH AND DURING TRADING, HOLDS COMMERCIAL REAL ESTATE.; TRUSTEE FOR SIBLINGS, INV RELATED, FORT MYERS, FL, START: 8/22/2007, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR SIBLINGS, INV RELATED, FORT MYERS, FL, START: 10/12/2012, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR SIBLINGS, INV RELATED, FORT MYERS, FL, START: 11/20/2012, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR SIBLINGS, INV RELATED, FORT MYERS, FL, START: 6/13/2008, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR FATHER AND STEP MOTHER, INV RELATED, FORT MYERS, FL, START: 12/19/2017, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR SIBLING, INV RELATED, FORT MYERS, FL, START: 9/3/2010, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR SIBLING, INV RELATED, FORT MYERS, FL, START: 6/16/2008, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR SIBLING, INV RELATED, FORT MYERS, FL, START: 6/16/2008, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR FAMILY TRUST, INV RELATED, ZOLFO SPRINGS, FL, START: 12/17/2012, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR SIBLING, INV RELATED, FORT MYERS, FL, START: 6/16/2008, 0 HOURS A MONTH, 0 HOURS DURING TRADING. FLORIDA REAL ESTATE BROKER'S LICENSE, INVT RELATED, NAPLES FL, REAL ESTATE LICENSE, START DATE 3/1/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, CONTINUING EDUCATION ONLY. POWER OF ATTORNEY FOR FATHER; INV RELATED; NAPLES, FL; START: 10/22/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING. TRUSTEE FOR FATHER'S 2024 IRREV TRUST; INV RELATED; NAPLES, FL; START: 11/01/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
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