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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 | 2023-07-14 |
Branch Locations
1200 W Granada Blvd Unit 6B, Ormond Beach, FL 32174 • 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 | Ormond Beach | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ormond Beach | FL | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Ormond Beach | FL | 07/2023 | Present |
INTEGRATIVE WEALTH MANAGEMENT, LLC, INVT RELATED, PALM COAST, FL, 50% OWNERSHIP, START DATE 07/17/2023, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET. JOHN DEMERS LLC; INV RELATED; PALM COAST, FL; 100% OWNERSHIP; START 07/17/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-09 |
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