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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-03 |
| FL | RA | APPROVED | 2016-08-02 |
Branch Locations
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
233 N 3Rd St, Jacksonville Beach, FL 32250 • United States
120 Front St, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Jacksonville | FL | 03/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | Present |
STATE OF FLORIDA REAL ESTATE LICENSE, NOT INV RELATED, JACKSONVILLE, FL., START: 5/31/16, 0 HOURS/MONTH, HOLDS REAL ESTATE LICENSE. POWER OF ATTORNEY FOR SISTER-IN-LAW; INV. RELATED; JACKSONVILLE, FL; START DATE 8/2021; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-02 |
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