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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-23 |
| TX | RA | APPROVED | 2023-06-23 |
Branch Locations
6991 E Camelback Rd Suite D200, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Scottsdale | AZ | 10/2012 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Scottsdale | AZ | 06/2023 | Present |
CORE WEALTH STRATEGIES, LLC, INVT RELATED, SCOTTSDALE, AZ, 50% OWNERSHIP, START DATE 6/23/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE DIVITO WEALTH MANAGEMENT, LLC, INVT RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START DATE 6/23/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-30 |
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