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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_RES | 2022-08-22 |
| FL | RA | APPROVED | 2022-05-26 |
Branch Locations
1500 S Dale Mabry Hwy, Tampa, FL 33629 • United States
100 S Ashley Dr 9Th Fl [F6-Rbo], Tampa, FL 33602 • United States
8125 W Hillsborough Ave, Tampa, FL 33615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Dunedin | FL | 05/2014 | 11/2016 |
| Wells Fargo Bank Na | Dunedin | FL | 10/2012 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Dunedin | FL | 11/2016 | 09/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2017 | 03/2022 |
| Suntrust Bank | Palm Harbor | FL | 09/2017 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-10 |
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