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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 | 2024-01-05 |
| TN | RA | APPROVED | 2008-01-01 |
Branch Locations
150 3Rd Ave S Ste 2100, Nashville, TN 37201 • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Nashville | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 11/2016 | Present |
FIRST PRESBYTERIAN CHURCH, INV RELATED, BRENTWOOD, TN, INVESTMENT COMMITTEE MEMBER, START 6/17/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, DISCUSSING ASSET ALLOCATION GUIDELINES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-12-08 |
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