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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-03 |
Branch Locations
1605 Lakewood Ranch Blvd, Bradenton, FL 34211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Bradenton | FL | 06/2011 | 01/2018 |
| Wells Fargo Advisors, Llc. | Bradenton | FL | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bradenton | FL | 11/2016 | 01/2018 |
| Pnc Bank | Sarasota | FL | 01/2018 | 07/2018 |
| Pnc Investments | Pittsburgh | PA | 01/2018 | 07/2018 |
| Regions Bank | Sarasota | FL | 07/2018 | 08/2022 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2019 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 08/2022 | 09/2024 |
| Wells Fargo Bank, Na | Sarasota | FL | 08/2022 | 09/2024 |
| Truist Investment Services, Inc | Bradenton | FL | 09/2024 | Present |
| Truist Advisory Services, Inc | Bradenton | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-18 |
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