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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 | 2024-11-22 |
Branch Locations
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 | 11/2024 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 11/2024 | Present |
SKREDE, LLC., INV RELATED, NAPLES, FL; AGRICULTURE LAND; 10% OWNERSHIP, START 5/20/1994, 1 HOUR PER MONTH, ZERO DURING TRADING HOURS. | ALFON W LARSON EST REDUCTION TRUES; INV RELATED; NAPLES, FL; MANAGE FUNDS; TRUSTEE; START DATE 01/05/2001; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| KAL WEALTH MANAGEMENT; INV RELATED; NAPLES, FL; ESTATE PLANNING; 100% OWNERSHIP; START DATE 05/20/1994; 4 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-19 |
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