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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 | 2025-10-17 |
| FL | RA | APPROVED | 2025-10-14 |
Branch Locations
500 East Broward Blvd Suite 1630, Fort Lauderdale, FL 33394 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Miami | FL | 02/2009 | 08/2024 |
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 08/2024 |
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 09/2025 | Present |
| University Of Miami Cfp Certificate Program | Miami | FL | 09/2024 | 08/2025 |
PALM BAY YACHT CLUB; INVESTMENT RELATED; MIAMI,FL; TREASURER; START DATE 12/11/2020; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO REVIEW THE BUDGET, COLLECTING HOA FEES, REVIEW TENANTS, AND DISCUSS MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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