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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 | 2025-03-05 |
| NV | RA | APPROVED | 2007-03-14 |
Branch Locations
818 Hwy A1A Ste 200 [Eo-Rbo], Ponte Vedra Beach, FL 32082 • United States
1 Independent Dr 24Th Fl, Jacksonville, FL 32202 • United States
1540 Cornerstone Blvd Stes 110 & 210, Daytona Beach, FL 32117 • United States
818 Us Highway A1A N Stes 200 & 206, Ponte Vedra Beach, FL 32082 • 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 | Woodbury | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodbury | NY | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-30 |
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