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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 | 2023-05-18 |
| PA | RA | APPROVED | 2023-05-04 |
| TX | RA | APPROVED | 2023-05-04 |
Branch Locations
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States
800 Cranberry Wood Drive #140 [Satellite], Cranberry Township, PA 16066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pittsburgh | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pittsburgh | PA | 11/2016 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 05/2023 | Present |
MBP OF CW LLC, INV RELATED, JEANNETTE, PA, 100% OWNERSHIP, START 4/21/2023, 8 HOURS PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE. M&S RENOVATIONS LLC, INV RELATED, JEANETTE, PA, 100% OWNERSHIP, START 1/18/2017, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, SET UP FOR RENTAL AND RESTORATION OF PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-22 |
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