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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 | 2020-11-19 |
| TX | RA | APPROVED | 2014-02-14 |
| OH | RA | APPROVED | 2000-03-23 |
Branch Locations
30050 Chagrin Blvd Ste 150, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cleveland | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cleveland | OH | 11/2016 | Present |
2. BOCA NORTH DEVELOPMENT, L.P; INV-RELATED; PEPPER PIKE, OH; .81% OWNERSHIP; START: 03/31/2013; HOURS: 0 PER MONTH - 0 DURING TRADING; DUTIES: CAPITAL FOR A RESIDENTIAL DEVELOPMENT 3. TRUSTEE FOR SON, INV RELATED, LINWOOD, NJ, START: 12/2009, 0 HOURS. 5. TRUSTEE FOR WIFE'S TRUST; INV. RELATED; SHAKER HEIGHTS, OH; START DATE 2/2020; 2 HRS PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR MOTHER-IN-LAW; INV RELATED; CLEVELAND, OH; SUCCESSOR TRUSTEE; TRUSTEE; START DATE: 10/01/2025; 6 HRS PER MONTH; 6 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-18 |
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