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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 | 2013-04-17 |
| TX | RA | APPROVED | 2013-04-16 |
Branch Locations
500 S Florida Ave Ste 640, Lakeland, FL 33801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Tampa | FL | 04/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; FERNANDINA BEACH, FL; CONDO; 100% OWNERSHIP WITH SPOUSE; START 1/1/2016; 10 HOURS PER MONTH, 0 DURING TRADING; LANDLORD.; J&B PROPERTIES LLC; INV RELATED; AUBURNDALE, FL; RENTAL PROPERTY; 100% OWNERSHIP WITH SPOUSE; START 1/1/2016; 10 HOURS PER MONTH, 0 DURING TRADING; LANDLORD.; EXECUTOR FOR FATHER-IN-LAW, INV RELATED, AUBURNDALE, FL, START: 5/17/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-07 |
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