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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 | 2026-08-04 |
| MO | RA | APPROVED | 2008-10-22 |
Branch Locations
255 S County Rd 1St Fl, Palm Beach, FL 33480 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Saint Louis | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Louis | MO | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; KIRKWOOD,MO; 100% OWNERSHIP WITH SPOUSE; START 11/1/2019; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; OWNER.| RENTAL PROPERTY, INV RELATED, KIRKWOOD, MO, 100% OWNERSHIP WITH SPOUSE, START 1/27/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER.| COMMERCIAL PROPERTY LLC ; INV RELATED; MOUNTAIN HOME, AR; 50% OWNERSHIP; START 06/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING RENTAL PROPERTY, INV RELATED, KIRKWOOD, MO, 100% OWNERSHIP WITH SPOUSE, START 2/10/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER.| RENTAL PROPERTY, INV RELATED, KIRKWOOD, MO, 100% OWNERSHIP WITH SPOUSE, START 8/31/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER.| RENTAL PROPERTY, INV RELATED, KIRKWOOD, MO, 100% OWNERSHIP, START 12/31/2021, 1 HOUR PER MONTH, ZERO HOURS PER MONTH, LANDLORD.| ESTATES OF TRADITION HOA, INVT RELATED, PORT ST. LUCIE, FL, BOARD OF TRUSTEES, START DATE 04/01/2023, 10 HRS PER MONTH, 0 HRS DURING TRADING. ATTENDING MEETINGS TO DISCUSS COMMUNITY NEEDS FOR THE HOA SUCH AS LANDSCAPING, COMMUNITY SAFETY, ENTRY ISSUES/NEEDS, VIOLATIONS SUCH AS PARKING, LATE ASSESSMENTS, BUDGETING, MAINTENANCE, AND COMMUNITY ENHANCEMENT PROJECTS.| RENTAL PROPERTY; INV RELATED; MOUNTAIN HOME, AR; 100% OWNERSHIP WITH SPOUSE; START DATE 02/28/2025; 2 HOUR PER MONTH; 0 HOURS DURING TRADING| JDREAMIN, LLC; INV RELATED; UN; 50% OWNERSHIP; START 07/14/2025; 10 HOURS PER MONTH; 0 HOURS DURING TRADING,; OPERATING LLC OF PRINTING COMPANY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-19 |
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