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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 | 2026-04-14 |
| FL | RA | APPROVED | 2010-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Sarasota | FL | 05/2010 | Present |
CARSONI LLC; INV RELATED; SARASOTA, FL; PRIVATE ASSETS; 100% OWNERSHIP; START 11/8/2012; 0 HOURS PER MONTH, 0 DURING TRADING; OWNER.| TRUSTEE FOR THE CARSONI INC 401K, INV RELATED, SARASOTA, FL, START 9/20/2019, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.| CAPSTAN INSURANCE CONSULTING LLC; INV RELATED; SARASOTA, FL; 2% OWNERSHIP; START DATE 05/02/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING CAPSTAN FINANCIAL LEGACY LLC, INV RELATED, SARASOTA, FL, 2.5% OWNERSHIP, START 12/18/2023, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.| HENRY'S GROWTH ENTERPRISES LLC; INV RELATED; SARASOTA, FL; 100% OWNERSHIP WITH SPOUSE; START 02/27/2024; 4 HOURS PER MONTH; 0 DURING TRADING; RESEARCH, MARKET AND SELL ITEMS ON AMAZON.| CAPSTAN FINANCIAL HOLDING LLC, INV RELATED, SARASOTA, FL, 2.5% OWNERSHIP, START 12/18/2023, 20 HOURS PER MONTH, 20 HOURS DURING TRADING, FINET PRACTICE. CAPSTAN GROWTH PARTNERS LLC, INV RELATED, SARASOTA, FL, 5% OWNERSHIP, START 03/28/2025, 20 HOURS PER MONTH, 20 HOURS DURING TRADING, MERCHANT CASH AND STOCK AGREEMENT HULEN GP, LLC; INV RELATED; SARASOTA, FL; LLC;90% OWNERSHIP; START DATE: 10/30/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-05 |
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