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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 | 2023-05-05 |
| TX | RA | APPROVED | 2023-05-04 |
Branch Locations
8625 Tam 8625 Tamiami Trail N. 4Th Floor, 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 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 05/2023 | Present |
RENTAL PROPERTY, INVT RELATED, BONITA SPRINGS, FL, START 6/19/2019, 2 HRS PER MONTH, 0 DURING TRADING| DPN ENTERPRISES LLC; INV. RELATED; NAPLES,FL; 100% OWNERSHIP; START 2/28/2023; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.| DPN HOLDINGS LLC, INV RELATED, NAPLES, FL, 100% OWNERSHIP, START 3/1/2023, 10 HOURS PER MONTH, ZERO HOURS DURING TRAIDNG, FINET PRACTICE.| CLARITY WEALTH GROUP LLC, INV RELATED, NAPLES, FL, 10% OWNERSHIP, START 2/9/2023, 100 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE.| CLARITY WEALTH REAL ESTATE HOLDINGS LLC; INV RELATED; NAPLES, FL; 14% OWNERSHIP; START DATE 06/02/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; LLC HOLDS THE LEASE RENTAL PROPERTY - FARR; INV RELATED; ONEKAMA, MI; RENTAL;100% OWNERSHIP; START DATE: 09/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-08 |
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