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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 | 2015-05-11 |
| FL | RA | APPROVED | 2012-03-05 |
Branch Locations
350 E Las Olas Blvd 19Th Fl, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Fort Lauderdale | FL | 02/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2016 | Present |
CO-TRUSTEE FOR FAMILY EDUC TRUST; INV RELATED; FT LAUDERDALE, FL; START 5/6/2016; 0 HR/MO; 0 DURING TRADING. CHRIST CHURCH SCHOOL, INVT RELATED, FORT LAUDERDALE, FL, FINANCE COMMITTEE, START DATE 8/21/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEW MONTH END CLOSE, SETTING THE BUDGET, VOTING ON TUITION AND SALARY INCREASES. CHRIST CHURCH SCHOOL, INVT RELATED, FORT LAUDERDALE, FL, INVESTMENT COMMITTEE, START DATE 8/01/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING INVESTMENTS AND INVESTMENT STRATEGY AND RECUSING FROM SELECTION OF PRODUCTS AND RECOMMENDATIONS CHRIST CHURCH/I9 SPORTS; NOT INV RELATED;FORT LAUDERDALE,FL; SOCCER COACH; START DATE: 04/01/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-01 |
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