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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 | 2024-09-03 |
Branch Locations
1050 Palm Coast Pkwy Sw, Palm Coast, FL 32137 • United States
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ormond Beach | FL | 02/2014 | 11/2016 |
| Wells Fargo Bank Na | Ormond Beach | FL | 10/2010 | Present |
| Wells Fargo Clearing Services, Llc | Ormond Beach | FL | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; ORMOND BEACH, FL; 100% OWNER WITH SPOUSE; 07/2025; 1 HOUR PER MONTH; 0 DURING TRADING; HOUSE BEING TURNED INTO A RENTAL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-08 |
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