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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 | 2024-10-04 |
| TX | RA | APPROVED | 2024-10-03 |
Branch Locations
1499 S Harbor City Blvd 201 2Nd Fl, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Melbourne | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Melbourne | FL | 11/2016 | 10/2024 |
| Wells Fargo Advisors Financial Network, Llc | Melbourne | FL | 10/2024 | Present |
DRAGONFLY WEALTH MANAGEMENT LLC, INV RELATED, MELBOURNE, FL, 100% OWNERSHIP, START DATE: 4/17/2024, 1 HR A MONTH, 1 HR DURING TRADING, FINET PRACTICE. CO-TRUSTEE FOR MOTHER'S TRUST; INV RELATED; MELBOURNE; FL; START: 10/15/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING. RENTAL PROPERTY - 1499; INV RELATED;MELBOURNE,FL; RENTAL;100% OWNERSHIP; START DATE: 08/14/2026; 1 HRS PER MONTH; - HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-24 |
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