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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-23
  • FL RA
    APPROVED
    Since 2026-01-23

Branch Locations

301 W. Atlantic Ave Suite 0-6 [Satellite], Delray Beach, FL 33444 • United States

One N Jefferson Ave, St. Louis, MO 63103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kbk Wealth Management, Llc New York NY 09/2010 01/2026
Commonwealth Financial Network Waltham MA 11/2010 01/2026
Wells Fargo Advisors Financial Network, Llc ( Del Ray FL 01/2026 Present
  • 09/2010 → 01/2026
    Kbk Wealth Management, Llc
    New York, NY
  • 11/2010 → 01/2026
    Waltham, MA
  • 01/2026 → Present
    Wells Fargo Advisors Financial Network, Llc (
    Del Ray, FL
Previous Registrations
Other Businesses

SMARTFUTURE, LLC; INV RELATED; DELRAY BEACH,FL; SELLING INSURANCE;100% OWNERSHIP; START DATE: 01/01/2008; 1 HRS PER MONTH; 0 HRS DURING TRADING; HUNTINGTON POINTE TABLE TENNIS CLUB; INV RELATED; DELRAY BEACH,FL; SOCIAL CLUB FOR PING PONG; TREASURER; START DATE: 01/01/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING; TRAIL COMMISSIONS FROM ADVISORS INSURANCE BROKERS; INV RELATED; CLIFTON PARK, NY; INSURANCE; START DATE: 01/01/2013; 1 HRS PER MONTH; 0 HRS DURING TRADING; TRAIL COMMISSIONS FROM BRIGHTHOUSE FINANCIAL; INV RELATED; NASHVILLE, TN; INSURANCE; START DATE: 01/01/2013; 1 HRS PER MONTH; 0 HRS DURING TRADING; TRAIL COMMISSIONS FROM SECURITY MUTUAL; INV RELATED; BINGHAMTON, NY; INSURANCE; START DATE: 01/01/2013; 1 HRS PER MONTH; 1 HRS DURING TRADING; TRAIL COMMISSIONS FROM MUTUAL OF OMAHA; INV RELATED; OMAHA, NE; INSURANCE; START DATE: 01/01/2013; 1 HRS PER MONTH; 0 HRS DURING TRADING; VARIOUS SURVEY COMPANIES ; NOT INV RELATED;LIVONIA,MI; CONDUCT SURVEYS; START DATE: 04/27/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; GREATER DELRAY BEACH CHAMBER OF COMMERCE; NOT INV RELATED;DELRAY BEACH,FL; AMBASSADOR; 0% OWNERSHIP; START DATE: 01/12/2022; 4 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-01-04
  • S63 Uniform Securities Agent State Law Examination
    2011-01-04
Designations

View on SEC IAPD

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