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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 | 2022-11-08 |
Branch Locations
1600 S Federal Hwy, Boynton Beach, FL 33435 • United States
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lake Worth | FL | 10/2015 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Lake Worth | FL | 02/2019 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Boynton Beach | FL | 07/2022 | Present |
| Wells Fargo Bank, Na | Boynton Beach | FL | 07/2022 | Present |
| Fidelity Mortgage Inc. | Palm Beach Gardens | FL | 02/2021 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-10 |
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