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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 | 2020-09-24 |
| FL | RA | APPROVED | 2019-11-07 |
Branch Locations
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
2001 58Th Ave, Vero Beach, FL 32966 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Vero Beach | FL | 06/2009 | Present |
| Wells Fargo Advisors, Llc. | Vero Beach | FL | 07/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Vero Beach | FL | 11/2016 | Present |
RENTAL PROPERTY - HIGH; INV RELATED;MAGGIE VALLEY,NC; AIRBNB;100% OWNERSHIP; START DATE: 05/16/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; SIDLES REVOCABLE TRUST ; NOT INV RELATED;VERO BEACH,FL; TRUSTEE/CO-TRUSTEE; START DATE: 05/18/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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