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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 | 2022-03-11 |
Branch Locations
2770 Indian River Blvd, Suite 303 [Office Of Convenience], Vero Beach , FL 32960 • United States
3387 Ocean Drive [Satellite], Vero Beach, FL 32963 • United States
500 East Broward Blvd Suite 1630, Fort Lauderdale, FL 33394 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 02/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 03/2022 |
| Wells Fargo Advisors Financial Network, Llc | Vero Beach | FL | 03/2022 | Present |
CO-TRUSTEE FOR FAMILY MEMBER'S TRUST; INV. RELATED; MIAMI BEACH, FL; START 8/28/2012; 0 HRS PER MONTH.| CO-TRUSTEE FOR FAMILY MEMBER'S TRUST; INV. RELATED; MIAMI BEACH, FL; START 6/2/2010; 0 HRS PER MONTH.| CO-TRUSTEE OF TRUST FBO FAMILY MEMBERS; INV. RELATED; MIAMI BEACH, FL; START 6/2/2010; 0 HRS PER MONTH.| 7845 ATLANTIC WAY LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/17/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ESTATE AND TAX PLANNING SERVICES.| 7833 ATLANTIC WAY LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/17/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ESTATE AND TAX PLANNING SERVICES.| 42 ST. MARY'S LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/17/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ESTATE AND TAX PLANNING SERVICES.| 5959 COLLINS AVE. 1606 LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/17/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ; ESTATE AND TAX PLANNING SERVICES.| 451 BROOME ST. LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/17/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ESTATE AND TAX PLANNING SERVICES.| 2136 S. PORPOISE POINT LLC; NOT INV RELATED; ORCHID, FL; 100% OWNERSHIP BY SPOUSE; CHECKWRITING ONLY; START 4/19/2021; ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ; ESTATE AND TAX PLANNING SERVICES.| PRISM CAPITAL LLC, INV RELATED, ORCHID, FL, 100% OWNERSHIP, START 1/7/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.;| 7355 69TH ST., LLC, INV RELATED, VERO BEACH, FL, 100% OWNED BY SPOUSE, CHECKWRITING ONLY, START: 9/12/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, ESTATE AND TAX PLANNING PURPOSES.| PLANT IRC LLC; INV RELATED; VERO BEACH, FL; GROW AND SELL PLANTS AND TREES; 50% OWNERSHIP; START DATE 04/18/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING| BEACHSIDE DRIVE LLC; INV RELATED; ORCHID, FL; 100% OWNERSHIP; START DATE 06/11/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS| LOXODONTA VENTURE LLC; INV RELATED; ORCHID, FL; 100% OWNERSHIP; START DATE 06/11/2025; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING TRADING| VERO BEACH EQUESTRIAN CLUB LLC; INV RELATED; VERO BEACH, FL; HORSE BOARDING AND LESSONS; 100% OWNERSHIP; START DATE 06/11/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS VARIOUS ACTING JOBS; NOT INV RELATED; TBD,FL; I WOULD BE IN PRINT, OR TV; ACTOR; START DATE: 01/06/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-28 |
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