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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-29 |
| FL | RA | APPROVED | 2011-08-22 |
Branch Locations
28100 Us 19 North Ste 500, Clearwater, FL 33761 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Clearwater | FL | 08/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Clearwater | FL | 11/2016 | Present |
OAK CREEK AT COUNTRYSIDE HOMEOWNERS ASSOCIATION; NOT INV. RELATED; CLEARWATER, FL; HOMEOWNERS ASSOCIATION; TREASURER; START DATE 1/2012; 1 HR PER MONTH; 1 HR DURING TRADING; PAY BILLS FOR THE NEIGHBORHOOD. RENTAL PROPERTY, INV RELATED, MT. CRESTED BUTTE, CO, 100% OWNERSHIP WITH SPOUSE, START 3/22/2017, ZERO HOURS PER MONTH, LANDLORD. BENJAMIN TOWER FOUNDATION, INV RELATED, ST. PETERSBURG, FL, INVESTMENT COMMITTEE MEMBER, START 6/5/2020, .5 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS, REVIEWING REPORTS FROM THE ADVISOR AND MONITORING FOR ADHERENCE TO AN INVESTMENT POLICY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-19 |
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