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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 | 2025-04-25 |
| CO | RA | APPROVED | 2017-12-04 |
Branch Locations
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
4005 W Lake Mary Blvd, Lake Mary, FL 32746 • United States
1530 International Pkwy, Lake Mary, FL 32746 • United States
480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Broomfield | CO | 09/2016 | Present |
| Wells Fargo Clearing Services, Llc | Broomfield | CO | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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