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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 | 2022-10-18 |
| TX | RA | APPROVED_RES | 2022-09-26 |
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 | Fort Lauderdale | FL | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2016 | 09/2022 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 09/2022 | Present |
CO-TRUSTEE OF FAMILY TRUST; INV RELATED; FT. LAUDERDALE, FL; START: 1/28/09; 2 HRS/MO; 2 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-03 |
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