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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 | 2022-09-08 |
Branch Locations
13515 Bell Tower Dr Ste 100, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Fort Myers | FL | 05/2009 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Fort Myers | FL | 08/2022 | Present |
Judith Schmidt, mother, I have been appointed as her POA, Healthcare Surrogate, Executor/Personal Representative on Last Will & Surrogate on Living Will. Investor in a Private Equity DOI - Beer Republic Brewing, LLC PARTNER.CO; NOT INV RELATED; DRAPER, UT; BRAND PARTNER; START DATE 7/9/2024; 3 HOURS PER MONTH; 0 DURING TRADING; SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-05 |
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