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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-27 |
| FL | RA | APPROVED | 2013-09-25 |
| TX | RA | APPROVED_RES | 2013-09-25 |
Branch Locations
2989 Pga Blvd Ste 200, Palm Beach Gardens, FL 33410 • United States
Jupiter, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Palm Beach Gardens | FL | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palm Beach Gardens | FL | 11/2016 | Present |
HOLDS REAL ESTATE LICENSE; INVESTMENT RELATED; STATE OF FLORIDA; START 7/19/2007; NO TIME DEVOTED. - SKYQUIN HOLDINGS LLC; INVESTMENT RELATED; JUPITER, FL; 100% OWNERSHIP; START 1/27/2004; LLC FOR REAL ESTATE AND PAYMENTS; NO TIME IS DEVOTED DURING TRADING AND NON TRADING AND HOURS.; TRUSTEE FOR SON'S TRUST (1); INV. RELATED; CHARLOTTE, NC; START 8/2019; 1 HR PER MONTH; 0 HRS DURING TRADING.; TRUSTEE FOR SON'S TRUST (2); INV. RELATED; CHARLOTTE, NC; START 8/2019; 1 HR PER MONTH; 0 HRS DURING TRADING.; TRUSTEE FOR BROTHER'S TRUST, INV RELATED, BOCA RATON, FL, START: 7/29/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR NEPHEW'S TRUST, INV RELATED, BOCA RATON, FL, START: 7/29/2024, 10 HOURS A MONTH, 0 HOURS DURING TRADING.; EXECUTRIX FOR BROTHER'S ESTATE, INV RELATED, BOCA RATON, FL, START: 7/30/2024, 10 HOURS A MONTH, 0 HOURS DURING TRADING. RGY INVESTMENTS, LLC; INV RELATED; POMPANO BEACH, FL; RENTAL;33% OWNERSHIP; START DATE: 07/27/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-06 |
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