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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 | 2025-03-10 |
| TX | RA | APPROVED | 2025-03-07 |
Branch Locations
3111 Cardinal Dr 200 Fl 2, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Vero Beach | FL | 06/2018 | 03/2025 |
| Wells Fargo Bank Na | Vero Beach | FL | 04/2016 | 06/2018 |
| Wells Fargo Advisors Financial Network, Llc | Vero Beach | FL | 03/2025 | Present |
INDIAN RIVER PRIVATE WEALTH MANAGEMENT LLC; INV RELATED; VERO BEACH, FL; 15% OWNERSHIP; START DATE 8/20/2024; 160 HOURS PER MONTH; 160 DURING TRADING; FINET PRACTICE. IRPWM2 LLC; INV RELATED; VERO BEACH, FL; 100% OWNERSHIP; START DATE 8/20/2024; 160 HOURS PER MONTH; 160 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-10 |
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