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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 | 2000-10-01 |
Branch Locations
1050 Palm Coast Pkwy Sw, Palm Coast, FL 32137 • United States
4328 Blanding Blvd, Jacksonville, FL 32210 • United States
2465 Blanding Blvd, Middleburg, FL 32068 • United States
400 Blanding Blvd, Orange Park, FL 32073 • United States
818 Hwy A1A Ste 200 [Eo-Rbo], Ponte Vedra Beach, FL 32082 • 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 | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, TALLAHASSEE, FL, 100% OWNERSHIP, START 5/4/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, OWNER. RENTAL PROPERTY, INVT RELATED, TALLAHASSEE, FL, 100% OWNERSHIP, START DATE 8/1/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, LANLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-31 |
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