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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 | 2023-05-03 |
| IL | RA | APPROVED | 2023-05-02 |
Branch Locations
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Clayton | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Clayton | MO | 11/2016 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 05/2023 | Present |
CLARITY WEALTH GROUP LLC, INV RELATED, NAPLES, FL, 30% OWNERSHIP, START 5/8/2023, 2 HOURS PER MONTH, 0 HOURS DURING TRADING, FINET PRACTICE.;| DSL WEALTH MGMT, LLC, INV RELATED, NAPLES, FL, 100% OWNERSHIP, START 5/8/2023, 2 HOURS PER MONTH, 0 HOURS DURING TRADING, FINET PRACTICE.;| SALTY RITZ, LLC, NOT INV RELATED, BOKEELIA, FL, 5O% OWNERSHIP, START: 7/1/2024, 0 HOURS A MONTH, 0 HOURS DURING TRADING, SECOND HOME.| CLARITY INSURANCE SOLUTIONS, LLC, INVT RELATED, NAPLES, FL, 50% OWNERSHIP, START DATE 1/2/2025, 6 HRS PER MONTH, 0 HRS DURING TRADING, INSURANCE BUSINESS.| CLARITY WEALTH REAL ESTATE HOLDINGS LLC; INV RELATED; NAPLES, FL; 13% OWNERSHIP; START DATE 06/02/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; LLC HOLDS THE LEASE CLARITY GLENVIEW LLC; INV RELATED;NAPLES,FL; PAY EXPENSES;43% OWNERSHIP; START DATE: 06/01/2026; 5 HRS PER MONTH; 5 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-27 |
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