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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-19 |
| FL | RA | APPROVED | 2018-11-19 |
| TX | RA | APPROVED_RES | 2018-11-16 |
Branch Locations
2734 Rsf On The 9Th Fl Of Tower Place [Satellite], Albany, NY 12203 • United States
5811 Pelican Bay Blvd Ste 600, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Naples | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | 11/2018 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 11/2018 | Present |
CO TRUSTEE FOR THE PETER EDWARDS FAMILY IR TRUST, INVESTMENT RELATED, NAPLES FL, 1 HOUR PER MONTH DEVOTED, START 02/01/2013 EDWARDS ASSET MANAGEMENT LLC, INV RELATED, NAPLES, FL, 100% OWNERSHIP, START 7/1/2019, 200 HOURS PER MONTH, 200 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-18 |
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