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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 | 2026-06-02 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
9110 Strada Pl 3Rd Floor [F9-Rbo], Naples, FL 34108 • United States
7255 Radio Rd, Naples, FL 34104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Naples | FL | 06/2026 | Present |
| Wells Fargo Bank, Na | Palm Springs | FL | 04/2013 | 05/2023 |
| Wells Fargo Clearing Services, Llc | Palm Springs | FL | 03/2018 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 05/2023 | 06/2026 |
| Ups | Naples | FL | 10/2022 | 11/2022 |
| Bank Of America, N.A. | Naples | FL | 06/2023 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-11 |
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