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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 | 2003-07-01 |
| TX | RA | APPROVED_RES | 2003-07-01 |
Branch Locations
255 S County Rd 2Nd Fl, Palm Beach, FL 33480 • United States
Palm Beach Gardens, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | West Palm Beach | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 11/2016 | Present |
TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; PALM BEACH, FL; START DATE 1/2021; 2 HRS PER MONTH; 1 HR DURING TRADING. TRUSTEE FOR FATHER'S TRUST; INV. RELATED; PALM BEACH, FL; START DATE 1/2021; 3 HRS PER MONTH; 1 HR DURING TRADING.; TRUSTEE FOR MOTHER'S REVOCABLE TRUST, INV RELATED, PALM BEACH, FL, START: 6/1/2021, 3 HRS/MONTH, 3 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-14 |
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