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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 | 2026-04-16 |
Branch Locations
1025 Greenwood Blvd Ste 179, Lake Mary, FL 32746 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-10 |
| TX | RA | APPROVED | 2024-09-09 |
Branch Locations
1025 Greenwood Blvd Ste 179, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 11/1995 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Lake Mary | FL | 07/2024 | Present |
| Wells Fargo Advisors Financial Network | Orlando | FL | 04/2026 | Present |
AJWANI ENTERPRISES LLC; INV RELATED; NEW SMYRNA BEACH, FL; START 10/09/2023; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; HOLD TRAVEL BUSINESS. AJWANI ENTERPRISES DBA DREAM VACATIONS, LLC; INV RELATED; NEW SMYRNA BEACH,FL; TRAVEL AGENCY;50% OWNERSHIP; START DATE: 10/10/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-16 |
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