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Current Employers
Wells Global Investment Advisers Llc

521 West Central Avenue, Winter Haven, FL 33880 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2009-09-25
  • FL RA
    APPROVED
    Since 2009-09-25

Branch Locations

521 West Central Avenue, Winter Haven, FL 33880 • United States

Wells Investments, Inc.

521 West Central Avenue, Winter Haven, FL 33880 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2003-08-18
  • FL RA
    APPROVED
    Since 2003-08-18

Branch Locations

521 West Central Avenue, Winter Haven, FL 33880 • United States

10150 Highland Manor Drive, Suite 200, Tampa, FL 33610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Investments, Inc Winter Haven FL 07/2000 Present
Wells Global Investment Advisers Llc Winter Haven FL 05/2009 Present
Valor Financial Securities Llc Winter Haven FL 06/2009 Present
Other Businesses

AT 521 WEST CENTRAL AVENUE, WINTER HAVEN, FL: OUR FALLEN HEROES FOUNDATION, INC. NON INVESTMENT-RELATED, NON-PROFIT TO ASSIST FAMILIES OF FALLEN HEROES AND INJURED MILITARY PERSONNEL, SECRETARY/TREASURER AND DIRECTOR, 2004, 4 HRS/QTR, SOME DURING SECURITIES TRADING HOURS.WELLS INVESTMENTS, LLC, INVESTMENT-RELATED, ADVISORY SERVICES, PRESIDENT AND INVESTMENT ADVISORY REPRESENTATIVE, 2001, 30 HRS/MO, MOSTLY DURING SECURITIES TRADING HOURS, PORTFOLIO MGT AND CLIENT SERVICES. WELLS GLOBAL INVESTMENT ADVISERS, LLC, INVESTMENT-RELATED, ADVISORY SERVICES, INVESTMENT ADVISORY REPRESENTATIVE, 2009, 110 HRS/MONTH, MOSTLY DURING SECURITIES TRADING HOURS, PORTFOLIO MANAGEMENT AND CLIENT SERVICES.I WILL ENTERPRISES, NOT INVESTMENT-RELATED, MOTIVATIONAL SERVICES AND PRODUCTS, MOTIVATIONAL SPEAKER, 2009, 1 HR/QTR, NOT DURING SECURITIES TRADING HOURS, SPEAKER. TRUST PROTECTOR, NON INVESTMENT RELATED, ADM SUPPORT, TWO HOURS A MONTH, SOME DURING SECURITIES TRADING HOURS. WINVEST, NON INVESTMENT-RELATED, REAL ESTATE HOLDING COMPANY, 2 HRS PER MONTH, NOT DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-28
S63 Uniform Securities Agent State Law Examination 1984-07-11
  • S65 Uniform Investment Adviser Law Examination
    2003-07-28
  • S63 Uniform Securities Agent State Law Examination
    1984-07-11
Designations
Other Names
  • Patricia Catherine Gadecki
  • Patti Gadecki
  • Patricia C. Gadecki-Wells
  • Patricia Catherine Gadeckiwells

View on SEC IAPD

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