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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-15 |
| FL | RA | APPROVED | 2022-12-02 |
Branch Locations
27755 Stansbury Blvd Ste 275, Farmington Hills, MI 48334 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 07/2015 | 03/2021 |
| Lpl Financial Llc | Tampa | FL | 03/2021 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Palm Beach Gardens | FL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-16 |
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