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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 | 2024-12-06 |
Branch Locations
100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • United States
8902 Regents Park Dr, Tampa, FL 33647 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Panama City Beach | FL | 05/2013 | Present |
| Wells Fargo Advisors, Llc. | Panama City Beach | FL | 05/2013 | 11/2016 |
| Wells Fargo Bank | Panama City | FL | 07/2011 | Present |
| Wells Fargo Clearing Services, Llc | Panama City Beach | FL | 11/2016 | Present |
EVENT PLANNING BUSINESS, NOT INV RELATED, TYNDALL AFB, FL, 100% OWNER, START: 4/2014, 20 HOURS PER MONTH/0 DURING TRADING. US AIR FORCE, NOT INV RELATED, FORT WALTON, FL, AIRMAN, START: 6/3/2014, 0 HOURS, DUTIES: MILITARY ENLISTMENT TBD RENTAL PROPERTY; INV RELATED; FL; RESIDENTIAL RENTAL ;100% OWNERSHIP; START DATE: 01/01/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-30 |
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