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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 | 2023-07-21 |
| TX | RA | APPROVED | 2023-07-20 |
Branch Locations
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • 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 | Naples | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 07/2023 | Present |
PAUL F LOPRESTI P.A. LLC; INV RELATED; , NAPLES, FL, 100% OWNERSHIP; START 08/01/2023; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINET PRACTICE; THE NAPLES PLAYERS ENWOMENT, INV RELATED, NAPLES, FL, COMMITTEE MEMBER, START: 11/01/2024, 2 HOURS A MONTH, 0 HOURS DURING TRADING, MONITORING INVESTMENT PERFORMANCE.;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-06 |
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