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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 | 2022-04-04 |
Branch Locations
1675 N Military Trail Ste 500 [F1/F5-Rbo], Boca Raton, FL 33486 • United States
9906 Glades Rd, Boca Raton, FL 33434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Palm Springs | FL | 03/2015 | Present |
| Wells Fargo Clearing Services, Llc | Palm Springs | FL | 08/2019 | Present |
BLISSFUL CLEANING SERVICES, LLC, NOT INVT RELATED, PALM SPRINGS, FL, 100% OWNERSHIP, START DATE 2/5/2019, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF CLEANING SERVICE. CRESCENT LOTUS, LLC, NOT INVT RELATED, PALM SPRINGS, FL, 100% OWNERSHIP, START DATE 4/4/2021, 7 HRS PER MONTH, 0 HRS DURING TRADING, SELLING WHOLESALE PRODUCTS ON AMAZON.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-20 |
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