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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 | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Fort Myers | FL | 05/2017 | 08/2022 |
| Wells Fargo Bank Na | Fort Myers | FL | 01/2014 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Estero | FL | 08/2022 | 11/2025 |
| Bank Of America N.A. | Estero | FL | 10/2022 | 11/2025 |
| Wells Fargo Clearing Services, Llc. | Naples | FL | 11/2025 | Present |
*959273 For profit or not for profit: Entity For Profit Name of outside business organization: JW BUILDING DREAMS LLC Investment related: N Address of business: lehigh acres, Florida, 33971 Nature of business: ["S Corporation"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 10/1/2021 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Real Estate holding and selling properties. Currently own 2 lots and building on them, with a general contractor. The idea is to sell/rent the properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-08 |
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