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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 | 2026-05-22 |
| FL | RA | APPROVED | 2015-10-02 |
Branch Locations
1541 Sunset Dr, Coral Gables, FL 33143 • United States
396 Alhambra Cir 8Th Fl [D2-Rbo], Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 09/2010 | 11/2016 |
| Wachovia Bank, N.A. | Miami | FL | 12/2005 | Present |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | Present |
WIFE'S DENTAL PRACTICE; NOT INVESTMENT RELATED; MIAMI, FL; 100% OWNERSHIP WITH SPOUSE; 4 HOURS PER MONTH / 0 DURING TRADING HOURS. ELEPHANT AC CORP, NOT INV RELATED, MIAMI, FL, 10% OWNERSHIP, START 8/8/2008, 1 HOUR PER MONTH, ZERO DURING TRADING, OWNERSHIP IN FAMILY BUSINESS AND LICENSED STATE CONTRACTOR COMPLETING CE REQUIREMENTS. RENTAL PROPERTY, INVT RELATED, MIAMI, FL, 100% OWNERSHIP WITH SPOUSE, START DATE 10/1/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-02 |
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