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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-17 |
| FL | RA | APPROVED | 2023-05-11 |
| PA | RA | APPROVED | 2007-05-16 |
Branch Locations
2989 Pga Blvd Ste 200, Palm Beach Gardens, FL 33410 • United States
Jupiter, FL • United States
Wyncote, PA • 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 | Jenkintown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | Present |
1.RENTAL PROPERTY; INV RELATED; HIGHSTOWN, NJ; 100% OWNERSHIP; START 8/10; 0 HRS PER MONTH 0 HRS DURING TRADING 2.RENTAL PROPERTY; INV RELATED; HIGHSTOWN, NJ; 100% OWNERSHIP; START 2010; 2 HRS PER MONTH 0 HRS DURING TRADING; 3.RENTAL PROPERTY; INV RELATED; CORDOVA, TN; 100% OWNERSHIP; START 3/12; 0 HRS PER MONTH 0 DURING TRADING. 4.RENTAL PROPERTY; INV RELATED; CORDOVA, TN; START 11/11; 100% OWNERSHIP; 0 HRS PER MONTH 0 DURING TRADING 5.RENTAL PROPERTY, INV RELATED, HENDERSONVILLE, TX, 100% OWNER, START: 7/2012,1 HOUR PER MONTH/0 DURING TRADING, DUTIES: NONE. 6.RENTAL PROPERTY; INV RELATED; VANDERGRIFT, PA; 100% OWNERSHIP WITH SPOUSE; START 12/2012; 0 HOURS PER MONTH;DUTIES: COLLECT RENT. 7.RENTAL PROPERTY, 100% OWNERSHIP, INV RELATED, OLD HICKORY TN, CURRENTLY NO TIME DEVOTED, START 03/25/2013. 8.RENTAL PROPERTY; INV RELATED; HENDERSENVILLE, TN; 100% OWNERSHIP WITH SPOUSE; START 8/10/2013; 0 HOURS PER MONTH; DUTIES: COLLECT RENT. 9.RENTAL PROPERTY; INV RELATED; MURFREESBURO, TN; 100% OWNERSHIP WITH SPOUSE; START 8/1/2013; 0 HOURS PER MONTH; DUTIES: COLLECT RENT. 10.RENTAL PROPERTY, INV RELATED, NASHVILLE, TN, 100% OWNERSHIP WITH SPOUSE, START 10/2/2013, 0 HOURS PER MONTH, DUTIES: COLLECT RENT. 12.RENTAL PROPERTY, INV RELATED, CORDOVA, TN, START: 12/2013, 0 HOURS, 100% OWNER. 13.RENTAL PROPERTY, INV RELATED, PHILA, PA, 50% OWNER, START: 1/2014, 0 HOURS. 14.RENTAL PROPERTY; INV RELATED; NASHVILLE, TN; 100% OWNERSHIP WITH SPOUSE; START 9/1/2013; 0 HOURS PER MONTH; DUTIES: COLLECT RENT. 15.RENTAL PROPERTY, INV RELATED, NASHVILLE, TN, 50% OWNER, START: 8/2014, 0 HOURS, NO DUTIES. 17.RENTAL PROPERTY, INV RELATED, NASHVILLE, TN, 100% OWNERSHIP, START: 5/9/2018, 2 HOURS PER MONTH, ZERO DURING TRADING 18.RENTAL PROPERTY, INV RELATED, NASHVILLE, TN, 100% OWNERSHIP, START: 5/9/2018, 2 HOURS PER MONTH, ZERO DURING TRADING 19.RENTAL PROPERTY; INV RELATED; PORTSMITH, VA; 100% OWNERSHIP WITH SPOUSE; START 4/16/2018; 2 HOURS PER MONTH; ZERO DURING TRADING, DUTIES: COLLECT RENT. 20.RENTAL PROPERTY, INV RELATED, PORTSMITH, VA, 100% OWNERSHIP, START 9/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, COLLECT RENT. 21.RENTAL PROPERTY, INV RELATED, CHESTER, VA, 100% OWNERSHIP, START 10/15/2019, TWO HOURS PER MONTH, ZERO DURING TRADING, COLLECT RENT. 22. RENTAL PROPERTY, INV RELATED, JUPITER, FL, 100% OWNERSHIP, START DATE 11/26/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL INCOME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-02 |
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