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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 | 2015-05-19 |
Branch Locations
238 S Washington Blvd, Sarasota, FL 34236 • United States
2704 Manatee Ave W [Satellite], Bradenton, FL 34205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Bradenton | FL | 05/2015 | Present |
RENTAL PROPERTY; INV RELATED; VAIL, CO; 100% OWNERSHIP; START: 1/01/2014; HOURS: 0 PER MONTH - 0 DURING TRADING, DUTIES: LANDLORD| TRUSTEE FOR SISTER, INV RELATED, BRADENTON, FL, START: 2/23/1996, 0 HRS/MONTH, 0 HRS DURING TRADING, ;| TRUSTEE FOR BROTHER AND SISTER IN LAW, INV RELATED, BRADENTON, FL, START: 2/23/1996, 0 HRS/MONTH, 0 HRS DURING TRADING.| MINERAL RIGHTS; INV RELATED; PIKEVILLE, KY; LEASING MINERAL RIGHTS;12% OWNERSHIP; FAMILY INHERITANCE; START DATE: 01/23/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; TRUSTEE FOR BROTHER AND SISTER IN LAW; INVESTMENT RELATED; BRADENTON, FL; START: 12/17/1992, 0 HRS/MONTH, 0 HRS DURING TRADING.| CAPSTAN INSURANCE CONSULTING LLC; INV RELATED; SARASOTA, FL; AGENT; START 06/16/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING HOURS; PROCESS FINET APPROVED OUTSIDE INSURANCE RELATED BUSINESS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-04-07 |
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