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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 | 2026-07-02 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
3801 Pga Blvd [Satellite], Palm Beach Gardens, FL 33410 • United States
1700 E Putnam Ave Ste 200, Old Greenwich, CT 06870 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services,Inc. | Atlanta | GA | 04/2016 | 07/2026 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 07/2026 |
| Wells Fargo Advisors Financial Network, Llc | Palm Beach Gardens | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-03 |
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