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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 | 2015-10-21 |
| FL | RA | APPROVED | 2015-09-02 |
Branch Locations
1499 S Harbor City Blvd Ste 400, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Melbourne | FL | 07/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Melbourne | FL | 11/2016 | Present |
CROSSFIT VIERA, NOT INV RELATED, ROCKLEDGE, FL, ADMINISTRATOR, START 9/1/2018, 30 HOURS PER MONTH, ZERO DURING TRADING, MARKETING CLIENT RETENTION MEMBER ENROLLMENT FACILITY CLEANING AND LAUNDRY DUTIES. SWTP ENTERPRISES, LLC; INVESTMENT RELATED; ROCKLEDGE,FL; 100% OWNERSHIP WITH SPOUSE; START DATE 09/30/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; RENTAL UNIT MANAGEMENT, NO DUTIES. RAW LAND; INVESTMENT RELATED; MELBOURNE,FL; 100% OWNERSHIP WITH SPOUSE; START DATE 9/1/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; RAW LAND OWNER FOR POSSIBLE FUTURE DEVELOPMENT. COMMERCIAL RENTAL PROPERTY- VIERA; INV RELATED; ROCKLEDGE, FL; COMMERICAL REAL ESTATE;50% OWNERSHIP; START DATE: 10/15/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2014-04-25 |
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