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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Leesburg | FL | 07/2014 | 11/2016 |
| Wells Fargo Bank Na | Leesburg | FL | 04/2011 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Leesburg | FL | 11/2016 | 09/2017 |
| Wells Fargo Bank, Na | Tavares | FL | 05/2018 | 02/2023 |
| Wells Fargo Clearing Services, Llc | Tavares | FL | 06/2018 | 02/2023 |
| Suntrust | Lake Mary | FL | 09/2017 | 04/2018 |
| Whitaker Wealth Management Services | Morton | IL | 02/2023 | 05/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2023 | 05/2025 |
| Midwestern Securities Trading Company Llc | East Peoria | IL | 06/2025 | 10/2025 |
| Princeville State Bank | Peoria | IL | 06/2025 | 10/2025 |
| Regions Bank | The Villages | FL | 11/2025 | Present |
| Cetera Investment Advisers Llc | The Villages | FL | 11/2025 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-28 |
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