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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 | 2026-05-11 |
| TX | RA | APPROVED_RES | 2023-06-02 |
| CA | RA | APPROVED | 2012-05-21 |
Branch Locations
9110 Strada Pl Ste 6300 Bldg 6, Naples, FL 34108 • United States
10877 Wilshire Blvd Ste 1700, Los Angeles, CA 90024 • United States
Marco Island, 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 | Los Angeles | CA | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | Present |
PROMISSORY NOTE, INV RELATED, CA, START 12/7/2012, ZERO HOURS PER MONTH, ZERO DURING TRADING. CALIFORNIA YACHT CHARTER, LLC, NOT INVT RELATED, SANTA MONICA, CA, 50% OWNERSHIP, START DATE 9/9/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, PASSIVE INVESTOR. ADELAIDE HOLDINGS, LLC, NOT INVT RELATED, MISSOULA, MN, 100% OWNERSHIP, START DATE 9/29/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES. TAHITI BEACH, LLC, NOT INVT RELATED, SANTA MONICA, CA, 100% OWNERSHIP, START DATE 10/19/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, NO DUTIES. KORT PICKLEBALL LLC, NOT INV RELATED, SANTA MONICA, CA, 6% OWNERSHIP, START 10/18/24, 1 HR PER MONTH, 0 HRS DURING TRADING, PICKLEBALL;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-28 |
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