Best Investors Account Sign in

Nicole Marie Wortsman

Edward Jones

Mount Dora, FL

Claim This Profile
Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-07
FL RA APPROVED 2019-09-24
  • TX RA
    APPROVED
    Since 2024-08-07
  • FL RA
    APPROVED
    Since 2019-09-24

Branch Locations

1934 N Donnelly St Ste A, Mount Dora, FL 32757-2801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Na Mount Dora FL 03/2007 Present
Wells Fargo Advisors Llc Mount Dora FL 09/2011 11/2016
Wells Fargo Clearing Services, Llc Mount Dora FL 11/2016 Present
Edward Jones St.LOuis MO 09/2019 Present
Compass One Tavares FL 12/2014 05/2019
Compass Two Enterprises Tavares FL 12/2014 05/2019
  • 03/2007 → Present
    Wells Fargo Bank Na
    Mount Dora, FL
  • 09/2011 → 11/2016
    Wells Fargo Advisors Llc
    Mount Dora, FL
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Mount Dora, FL
  • 09/2019 → Present
    St.LOuis, MO
  • 12/2014 → 05/2019
    Compass One
    Tavares, FL
  • 12/2014 → 05/2019
    Compass Two Enterprises
    Tavares, FL
Other Businesses

Compass Two Enterprises Type of business: Shed sales TAVARES, FL Start date: 12/16/2014 Manager Hours per week: 0 Hours during trading: 0 My responsibilities are minimal and I have a person running the business. We purchase sell and deliver sheds for backyard storage **** Rental Home Type of business: Rental House Leesburg, FL Start date: 5/1/2016 Owner Hours per week: 0 Hours during trading: 0 Maintain rental home **** Residential Rental Home Type of business: Rental Home Mount Plymouth, FL Start date: 7/20/2022 Owner Hours per week: 1 Hours during trading: 0 Residential rental home **** "Compass One Enterprises LLC Type: Commercial Rental Building Date: 03/07/14 Title: Manager Trad Hrs: 2 Tot Hrs: 2 Desc: Commercial Building leased to a Internet company. City-State: Tavares FL" **** "Residential Rental Home Type: Rental Home Date: 07/20/22 Title: Owner Trad Hrs: 2 Tot Hrs: 2 Desc: Residential rental home. City-State: Mount Plymouth FL" **** . ****

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-12-01
  • S63 Uniform Securities Agent State Law Examination
    2011-12-01
Designations
Other Names
  • Nicole Marie Wortsman
  • Nicole Wortsman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mount Dora, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor