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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 | 2026-08-24 |
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
5811 Pelican Bay Blvd Ste 600, Naples, FL 34108 • United States
110 Se 6Th Street Suite 3000 [Satellite], Fort Lauderdale, FL 33301 • 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 | 08/2026 |
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 08/2026 | Present |
CO-TRUSTEE FOR SON, INV RELATED, HOLLYWOOD, FL, START 11/1993, 1 HOUR PER MONTH/1 DURING TRADING. BROWARD SCHOOL SYSTEM, NOT INV RELATED, FT. LAUDERDALE, FL, SUBSTITUTE TEACHER, START 9/5/2022, 8 HOURS PER MONTH, 8 HOURS DURING TRADING, TEACHING. POWER OF ATTORNEY FOR PARTNER; INV RELATED; HOLLYWOOD,FL; POA;START DATE: 12/15/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; GESTEN MANAGEMENT LLC ; INV RELATED;HOLLYWOOD,FL; FINET;100% OWNERSHIP; START DATE: 08/24/2026; 120 HRS PER MONTH; 120 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-27 |
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