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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2003-04-23 |
Branch Locations
10825 Alpharetta Hwy 3Rd Fl, Roswell, GA 30076 • United States
2520 Northwinds Pkwy Ste 200 [G9-Rbo], Alpharetta, GA 30009 • 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 | Roswell | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roswell | GA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; JACKSONS GAP,AL; 100% OWNERSHIP WITH SPOUSE; START DATE 09/06/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0. CO OWNER.| RENTAL PROPERTY; INVESTMENT RELATED; PANAMA CITY BEACH, FL; 100% OWNERSHIP; START DATE 07/20/2025; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-01 |
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