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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_RES | 2024-04-09 |
| FL | RA | APPROVED | 2014-04-25 |
Branch Locations
17907 Aprile Dr Ste 100, Land O'LAkes, FL 34638 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fort Lauderdale | FL | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2016 | Present |
FLORIDA SECURITY DEALERS ASSOCIATION; NOT INV. RELATED; JUPITER,FL; SECRETARY; START DATE 1/1/2024; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 1; ATTENDING MEETINGS, DISCUSSING CURRENT TOPICS OF THE INDUSTRY, EVENTS WE WANT TO PLAN AND PUT ON, REGULATION TOPICS AND VOTE ON THINGS WE WANT TO DO. RECORDING MEETING MINUTES. | FLORIDA SECURITY DEALERS ASSOCIATION; INVESTMENT RELATED; JUPITER, FL; VICE PRESIDENT; 01/01/2025; 2 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; WORK WITH ADVISORS AND ADVISOR RELATED FIRMS | FLORDIA SECURITY DEALERS ASSOCIATION; INVESTMENT RELATED; JUPITER, FL; BOARD MEMBER; 02/01/2022; 2 HOURS PER MONTH; NO HOURS DURING TRADING HOURS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-23 |
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