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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 | 2023-01-18 |
| TX | RA | APPROVED_RES | 2023-01-18 |
Branch Locations
5811 Pelican Bay Blvd Ste 600, Naples, FL 34108 • United States
2 disclosure categories 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 | Aventura | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Aventura | FL | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 01/2023 | Present |
TRUSTEE OF SPOUSE'S TRUST; INV. RELATED; AVENTURA, FL; START 7/12/2011; 4 HRS PER MONTH; 4 HRS DURING TRADING. SHEAR WEALTH MANAGEMENT INC., INV RELATED, AVENTURA, FL, 100% OWNERSHIP, START 10/21/2022, 200 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE. TRUSTEE FOR SHEAR WEALTH MANAGEMENT 401K, INV RELATED, MIAMI, FL, START: 4/1/2023, 4 HOURS A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-16 |
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