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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 | 2023-06-09 |
| GA | RA | APPROVED | 2021-06-22 |
Branch Locations
41 Sw Avenue B, Belle Glade, FL 33430 • United States
11900 Forest Hill Blvd, Wellington, FL 33414 • United States
4300 Forest Hill Blvd, West Palm Beach, FL 33406 • United States
3201 N University Dr, Coral Springs, FL 33065 • United States
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
11707 Okeechobee Blvd, Royal Palm Beach, FL 33411 • United States
500 Us Hwy 1, North Palm Beach, FL 33408 • United States
303 Banyan Blvd, West Palm Beach, FL 33401 • United States
4567 Community Dr, West Palm Beach, FL 33417 • 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 Bank Na | Gainesville | GA | 11/2013 | Present |
| Wells Fargo Advisors, Llc. | Gainesville | GA | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Gainesville | GA | 11/2016 | Present |
LIONBRIDGE, NOT INV RELATED, GAINESVILLE, GA, FREELANCE INTERPRETER, START 10/9/2017, 30 HOURS PER MONTH, ZERO DURING TRADING, SPANISH TRANSLATION. EZ HOME PROJECTS LLC, NOT INVT RELATED, TAMARAC, FL, 100% OWNERSHIP WITH SPOUSE, START DATE 7/1/2024, 3 HRS PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER WITH SPOUSE OF CONSTRUCTION AND REMODELING BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-17 |
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