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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 | 2000-10-01 |
Branch Locations
275 S New York Ave, Winter Park, FL 32789 • United States
480 N Orlando Ave Ste 220 [Yp-Rbo], Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Winter Park | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winter Park | FL | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; ORLANDO, FL; 100% OWNERSHIP WITH SPOUSE; START DATE = 04/06/1995; ONE HOUR DEVOTED PER MONTH OUTSIDE OF NORMAL TRADING HOURS. TRUSTEE FOR MOTHER'S TRUST; INVESTMENT RELATED; WINTER PARK; FL; START DATE 5/2008; LESS THAN 1 HR PER MONTH. CO-TRUSTEE FOR BROTHER-IN-LAWS TRUST; INVESTMENT RELATED; DAYTONA BEACH, FL; START DATE 1999; 0 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-13 |
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