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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 | 2014-10-22 |
Branch Locations
9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Naples | FL | 08/2014 | 11/2016 |
| Wells Fargo Private Bank | Naples | FL | 12/2013 | Present |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | Present |
THE VILLAGES OF MONTEREY HOA, NOT INVT RELATED, NAPLES, FL, ARCHITECTURAL REVIEW BOARD, START 8/2/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, REVIEW HOME IMPROVEMENT REQUESTS.; POWER OF ATTORNEY FOR AUNT, INV RELATED, ESTERO, FL, START 6/1/2022, 1 HR/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-21 |
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