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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 | 2023-08-04 |
| TX | RA | APPROVED | 2023-08-03 |
Branch Locations
5011 Gate Parkway Suite 200 Building 100, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Jacksonville | FL | 07/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | 08/2023 |
| Wells Fargo Advisors Financial Network, Llc | Jacksonville | FL | 08/2023 | Present |
WALSH FINE ART, NOT INV RELATED, JACKSONVILLE, FL, 100% OWNERSHIP, START 8/8/2023, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, PAINTINGS AND ART SHOW SALES.;| WBZFP, LLC, INV RELATED, JACKSONVILLE, FL, 33.34% OWNERSHIP, START: 8/8/2023, 200 HOURS A MONTH, 200 HOURS DURING TRADING, FINET PRACTICE.;| WALSH INVESTMENT CONSULTING GROUP, LLC, INV RELATED, JACKSONVILLE, FL, 100% OWNERSHIP, START: 8/8/2023, 200 HOURS A MONTH, 200 HOURS DURING TRADING, FINET PRACTICE. WALSH ICG INSURANCE COMPANY LLC ; INV RELATED;JACKSONVILLE,FL; INSURANCE ;100% OWNERSHIP; START DATE: 05/18/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 1996-03-28 |
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