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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 | 2019-08-19 |
| TX | RA | APPROVED_RES | 2019-08-16 |
Branch Locations
934 Cypress Village Blvd Ste B, Ruskin, FL 33573 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sun City Center | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sun City Center | FL | 11/2016 | 08/2019 |
| Wells Fargo Advisors Financial Network, Llc | Sun City Center | FL | 08/2019 | Present |
1)CO-TRUSTEE OF MOTHER'S TRUST; INVESTMENT RELATED; PALMETTO, FL; START DATE = 9/2019; 1 HR PER MONTH; 1 HR DURING TRADING. 2) TRUSTEE OF DECD FATHER'S TRUST; INVESTMENT RELATED; TAMPA, FL; START DATE = 01/2002. 934 B CYPRESS VILLAGE BLVD,LLC; INVESTMENT RELATED; TAMPA BAY,FL; 100% OWNERSHIP WITH SPOUSE; START DATE 08/16/2018; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 5; MANAGING PARTNER. CYPRESS WEALTH MANAGEMENT; INVESTMENT RELATED; TAMPA BAY,FL 100% OWNERSHIP; START DATE 08/16/2018; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 140; MANAGING PARTNER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-20 |
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