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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 | 2016-01-25 |
| FL | RA | APPROVED | 2015-09-24 |
Branch Locations
1894 Laurel Manor Dr, The Villages, FL 32162 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Eustis | FL | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Eustis | FL | 11/2016 | Present |
FORWARD PATHS FOUNDATION, INV RELATED, LEESBURG, FL, TREASURER, START 4/24/2023, 4 HOURS PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS, DISCUSSING HELPING HOMELESS YOUTH, ASSISTING WITH OPERATIONAL ASPECTS OF THE ORGANIZATION, IMPROVING THE REPORTING OF FINANCIALS AND ASSISTING IN RAISING FUNDS. ADVENTHEALTH WATERMAN FOUNDATION, INV RELATED, TAVARES, FL, FINANCE COMMITTEE MEMBER, START 4/24/2023, 2 HOURS PER MONTH, ZERO DURING TRADING, PROVIDING OVERSIGHT OF FINANCES AND INVESTMENTS OF THE FOUNDATION BY ENSURING THE GOALS AND OBJECTIVES ARE BEING MATCHED WITH SUITABLE INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-28 |
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