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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_RES | 2016-07-14 |
| FL | RA | APPROVED | 2008-05-23 |
Branch Locations
4030 W Boy Scout Blvd Ste 150, Tampa, FL 33607 • 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 Llc | Tampa | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | Present |
BLESSED SACRAMENT SCHOOL, INVT RELATED, SEMINOLE, FL, FINANCE COMMITTEE MEMBER, START DATE 1/15/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO INFORM COMMITTEE OF ACTIVITIES OF THE SCHOOL, PROVIDE SUGGESTIONS AND LISTENING TO SCHOOL OFFICIALS DURING MEETINGS. COMMERCIAL RENTAL PROPERTY, INVT RELATED, ESSEX, CT, 49% OWNERSHIP, START DATE 9/1/2024, 1 HR PER MONTH, 0 HR DURING TRADING, OWNER OF COMMERCIAL RENTAL PROPERTY. ESSEX VILLAGE REAL ESTATE, LLC, INVT RELATED, ESSEX, CT, 49% OWNERSHIP, START DATE 9/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER OF LLC TO HOLD COMMERCIAL RENTAL PROPERTY. RENTAL PROPERTY - 11053 86TH AVE N; INV RELATED; SEMINOLE,FL; RENTAL INCOME;100% OWNERSHIP; START DATE: 10/1/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-10 |
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