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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 | 2024-09-16 |
| TX | RA | APPROVED | 2024-09-13 |
Branch Locations
Jacksonville, FL • United States
1525-B The Greens Way 2Nd Floor Suite 200, Jacksonville Beach, FL 32250 • 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 | Jacksonville | FL | 03/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | 09/2024 |
| Wells Fargo Advisors Financial Network, Llc | Jacksonville Beach | FL | 09/2024 | Present |
MAR SALT AIR LLC; NOT INV. RELATED; SAINT JOHNS, FL; 100% OWNERSHIP; LLC TO MANAGE ADMINISTRATIVE TASKS FOR FINET BUSINESS; START DATE 9/25/2024; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-04 |
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