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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-26 |
| FL | RA | APPROVED | 2001-11-05 |
Branch Locations
800 N Magnolia Ave 14Th Fl [E2-Rbo], Orlando, FL 32803 • United States
16949 Us Hwy 441, Mount Dora, FL 32757 • 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 | Lake Mary | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Mary | FL | 11/2016 | Present |
2. RATTLER ROCK RANCH LLC; INV RELATED; CLEBURNE, TX; HUNTING PROPERTY; 100% OWNERSHIP WITH SPOUSE; START 4/11/2016; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES. 3. DANFORTH LLC; INV RELATED; WINDERMERE, FL; RENTAL PROPERTY, TOWNHOME; 100% OWNERSHIP WITH SPOUSE; START 4/14/2016; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES. 4. SCOMER LLC; INV. RELATED; COSTA RICA; CONDO RENTAL; CO-OWNER; START 8/1/2016; 0 HRS PER MONTH; DUTIES - NONE, WILL HAVE MANAGEMENT COMPANY MANAGE PROPERTY. 6. RENTAL PROPERTY; INV. RELATED; EUSTIS, FL; MARY STREET; OWNER; START 11/2016; 0 HRS PER MONTH; 0 HRS DURING TRADING. 7. RENTAL PROPERTY; INV. RELATED; EUSTIS, FL; CITRUS STREET; OWNER; START 11/2016; 0 HRS PER MONTH; 0 HRS DURING TRADING. 9. RENTAL PROPERTY, INV RELATED, ST. PETERSBURG BEACH, FL, 100% OWNERSHIP, START 8/20/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, NO DUTIES. 10. RENTAL PROPERTY; INVESTMENT RELATED; MT. DORA, FL; 100% OWNERSHIP; START 10/1/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; NO DUTIES. 11. TOTAL MSW HOLDINGS, LLC, INVT RELATED, EUSTIS, FL, 100% OWNERSHIP, START 1/29/2017, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES. 12. RENTAL PROPERTY, INVT RELATED, WINDERMERE, FL, 100% OWNERSHIP, START 4/15/2016, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES. 13. RENTAL PROPERTY, INV RELATED, GRAND ISLAND, FL, START: 8/1/2022, 1 HR/MONTH, 0 HRS DURING TRADING. 14. RENTAL PROPERTY, INV RELATED, MT DORA, FL, 100% OWNERSHIP, START DATE: 12/1/23, 5 HRS PER MONTH, 0 HRS DURING TRADING. 15. WATER VIEW VILLAGE LLC; INV. RELAGED; MT. DORA, FL; 100% OWNERSHIP; LLC HOLDS RENTAL PROPERTY; START DATE 11/1/2023; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: OWNER. RENTAL PROPERTY- ATLANTIC; INV RELATED;NEW SMYRNA BEACH,FL; PERSONAL RENTAL;100% OWNERSHIP; START DATE: 03/06/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-20 |
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