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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 | 2025-06-28 |
| TX | RA | APPROVED_RES | 2017-05-23 |
| FL | RA | APPROVED | 2015-06-30 |
Branch Locations
Morristown, NY • United States
1540 Cornerstone Blvd Stes 110 & 210, Daytona Beach, FL 32117 • 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, Llc | Daytona Beach | FL | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Daytona Beach | FL | 11/2016 | Present |
HALIFAX HUMANE SOCIETY, INV RELATED, DAYTONA BEACH, FL, INVESTMENT COMMITTEE MEMBER, START 9/2/2020, 4 HOURS PER MONTH, 2 HOURS DURING TRADING, REVIEWING INVESTMENTS ON QUARTERLY BASIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-25 |
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