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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-27 |
| MN | RA | APPROVED | 2021-10-25 |
| FL | RA | APPROVED | 2014-11-10 |
Branch Locations
1605 Main St 12Th & 14Th Fls, Sarasota, FL 34236 • United States
Sarasota, 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 | Sarasota | FL | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 11/2016 | Present |
ALLODEX SYSTEMS LLC, NON-INVESTMENT RELATED, SARASOTA, FL, 36.58536% OWNER, START 9/2011, 4 HOURS PER MONTH/ 0 DURING TRADING, DUTIES: DENTAL PRODUCT MANUFACTURER AND DISTRIBUTOR TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; SARASOTA, FL; START 12/2018; 4 HRS PER MONTH; 2 HRS DURING TRADING. N4421X LLC, NOT INV RELATED, SARASOTA, FL, 50% OWNERSHIP, START 9/15/2020, 8 HOURS PER MONTH, ZERO DURING TRADING, JOINT OWNERSHIP OF AIRPLANE.; TRUSTEE FOR SISTER'S TRUST, INV RELATED, SARASOTA, FL, START: 10/4/2021, 8 HRS/MONTH, 8 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-06 |
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