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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 | 2022-10-10 |
Branch Locations
3825 Pga Boulevard Ste 601, Palm Beach Gardens, FL 33410 • United States
1111 Lincoln Road Suite 500 [Satellite], Miami Beach, FL 33139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Palm Beach Gardens | FL | 10/2022 | Present |
CO-TTEE OF MOTHER'S TRUST, INVESTMENT RELATED, MIAMI FL, START 11/01/2010, 0 HRS/MONTH, 0 HRS DURING TRADING.; GREENFIELD INVESTMENT GROUP LLC, INV RELATED, MIAMI BEACH, FL, 100% OWNERSHIP, START 10/7/2022, 120 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. TBD (STORAGE FACILITY); NOT INV RELATED;FORT MYERS,FL; TO INVEST IN A STORAGE FACILITY;10% OWNERSHIP; START DATE: 09/15/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-02 |
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