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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 | 2020-06-05 |
| TX | RA | APPROVED_RES | 2020-06-04 |
Branch Locations
183 Landrum Lane Suite 103, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Albany | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Albany | GA | 11/2016 | 06/2020 |
| Wells Fargo Advisors Financial Network, Llc | Ponte Vedra Beach | FL | 06/2020 | Present |
PICKETT AND HATCHER EDUCATIONAL FUND, INC.; INV. RELATED; COLUMBUS, GA; BOARD MEMBER; START 5/2018; 3 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: HELP MAKE DECISIONS REGARDING THE OPERATIONAL FUNCTIONS OF THE FUND IN ACCORDANCE WITH ITS CHARTER. COASTAL VALLEY WEALTH MANAGEMENT LLC, INV RELATED, PONTE VEDRA BEACH, FL, 100% OWNERSHIP, START 6/8/2020, 40 HOURS PER MONTH, 6 HOURS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR COASTAL VALLEY WEALTH MANAGEMENT 401K, INV RELATED, PONTE VEDRA BEACH, FL, START: 3/1/2021, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. 627APVB, LLC; NOT INVESTMENT RELATED; PONTE VEDRA BEACH,FL; 10% OWNERSHIP; START DATE 03/09/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; FAMILY BEACH CONDO.; EXECUTOR FOR FATHER, INV RELATED, COLUMBUS, GA, START: 8/23/2022, 2 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-08 |
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