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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 | 2022-08-31 |
| FL | RA | APPROVED | 2021-03-22 |
Branch Locations
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
480 N Orlando Ave Ste 200, Winter Park, FL 32789 • United States
3900 E Village Center Dr, Orlando, FL 32837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Orlando | FL | 04/2013 | Present |
| Wells Fargo Advisors, Llc. | Orlando | FL | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 05/2018 | Present |
FALCON POINTE HOA INC., NOT INV RELATED, GOTHA, FL, MEMBER OF THE BOARD OF DIRECTORS, START 6/11/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, VOTING ON BUDGETS AND ASSESSMENTS. GONZALEZ LEGACY CORPORATION, INV RELATED, GOTHA, FL, 100% OWNERSHIP WITH SPOUSE, START DATE: 8/1/23, 10 HRS PER MONTH, 0 HRS DURING TRADING, REAL ESTATE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-08 |
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