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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 | 2025-08-11 |
Branch Locations
2757 Citrus Tower Blvd Suite 102 [Satellite], Clermont , FL 34711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Clermont | FL | 03/2013 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Clermont | FL | 11/2016 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Clermont | FL | 08/2025 | Present |
CAPSTAN INSURANCE CONSULTING, LLC ; INV RELATED; SARASOTA,FL; FINET; AGENT; START DATE: 11/05/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING; | FFW CONSULTING LLC; INV RELATED; WINTER GARDEN,FL; FINET;100% OWNERSHIP; START DATE: 11/03/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-27 |
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