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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 | 2011-06-13 |
| FL | RA | APPROVED | 2011-06-09 |
Branch Locations
2989 Pga Blvd Ste 200, Palm Beach Gardens, FL 33410 • United States
2 disclosure categories 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 | Palm Beach Gardens | FL | 06/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palm Beach Gardens | FL | 11/2016 | Present |
CATALINA LAKES HOA, INC; HOMEOWNERS ASSOCIATION; VICE PRESIDENT;NOT INV RELATED; START 2/21/2005; 0 HOURS PER MONTH; DUTIES ARE TO RUN LANDSCAPING COMMITTEE; RUN MEETING IF PRESIDENT IS ABSENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-16 |
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