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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 | 2021-08-13 |
| TX | RA | APPROVED | 2021-08-12 |
Branch Locations
316 S Baylen St Ste 509 5Th Fl, Pensacola, FL 32502 • United States
1022 W 23Rd Street [Satellite], Panama City, FL 32405 • United States
Gulf Breeze, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pensacola | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pensacola | FL | 11/2016 | 08/2021 |
| Wells Fargo Advisors Financial Network, Llc | Pensacola | FL | 08/2021 | Present |
PREMIER COAST ADVISORS, LLC; INVESTMENT RELATED; PENSACOLA,FL; 33.3% OWNERSHIP; START DATE 08/13/2021; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE. PHIL48, LLC; INVESTMENT RELATED; PENSACOLA,FL; 95% OWNERSHIP; START DATE 08/13/2021; NUMBER OF HOURS PER MONTH 120; NUMBER OF HOURS DURING TRADING 120; FINET PRACTICE.; CO-TRUSTEE FOR PHIL48, LLC 401K, INV RELATED, PENSACOLA, FL, START: 8/01/2013, 160 HRS/MONTH, 8 HRS DURING TRADING, FINET PRACTICE 401K.; CO-TRUSTEE FOR PREMIER COAST ADVISORS, LLC 401K, INV RELATED, PENSACOLA, FL, START: 8/01/2013, 160 HRS/MONTH, 8 HRS DURING TRADING, FINET PRACTICE 401K. UWF FOUNDATION INC. - BOARDS OF DIRECTORS ; NOT INV RELATED;PENSACOLA,FL; FUNDRAISING & DONOR MANAGEMENT; BOARD MEMBER; START DATE: 8/1/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-24 |
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