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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 | 2025-07-10 |
| TX | RA | APPROVED | 2023-09-21 |
| NJ | RA | APPROVED | 2023-02-08 |
| TN | RA | APPROVED | 2022-05-31 |
Branch Locations
2001 Sw 17Th St 2Nd Fl Paddock Park Bldg 100, Ocala, FL 34471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Nashville | TN | 01/2022 | Present |
| Wells Fargo Bank, Na | Nashville | TN | 10/2019 | Present |
| Southern Comfort Mobile Homes | Ocala | FL | 06/2016 | 08/2018 |
| Unemployed | Ocala | FL | 08/2018 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-31 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-03 |
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