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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 | 2023-08-03 |
| FL | RA | APPROVED | 2023-05-04 |
Branch Locations
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • 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 | Orlando | FL | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 12/2017 |
| Suntrust Bank | Winter Park | FL | 01/2018 | 02/2018 |
| Suntrust Investment Services, Inc | Atlanta | GA | 01/2018 | 02/2018 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 01/2018 | 02/2018 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 02/2018 | 09/2021 |
| Copperleaf Capital, Llc | Raleigh | NC | 09/2021 | 12/2022 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-14 |
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