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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 | 2023-07-24 |
| NJ | RA | APPROVED | 2023-07-24 |
Branch Locations
7370 College Parkway Suite 100, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Smithtown | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Smithtown | NY | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Fort Myers | FL | 07/2023 | Present |
EXECUTOR FOR MOTHER'S ESTATE, INV RELATED, FORT MYERS, FL, START 10/4/2021, 0 HRS/MONTH, 0 HRS DURING TRADING. MERHIGE INVESTMENT ASSOCIATES LLC, INV RELATED, FORT MYERS, FL, 100% OWNERSHIP, START 3/22/2023, 40 HOURS PER MONTH, 6.5 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-18 |
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