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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| RI | RA | APPROVED | 2026-03-06 |
| LA | RA | APPROVED | 2026-03-05 |
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
4414 Sw College Rd Ste 1310, Ocala, FL 34474 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors. Llc | Ocala | FL | 08/2014 | 11/2016 |
| Wells Fargo Bank Na | Ocala | FL | 07/2013 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Ocala | FL | 11/2016 | 01/2026 |
| Truist Investment Services, Inc. | Ocala | FL | 01/2026 | Present |
| Truist Advisory Services, Inc. | Ocala | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-14 |
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