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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 | 2023-08-07 |
Branch Locations
6820 Porto Fino Circle [Satellite], Fort Myers, FL 33912 • United States
13640 Ben C Pratt/6 Mile Cypress [Satellite], Fort Myers, FL 33912 • United States
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2012 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Fort Myers | FL | 09/2017 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Fort Myers | FL | 07/2023 | Present |
WMMG WEALTH MANAGEMENT GROUP, LLC; INV. RELATED; FT. MYERS,FL; 16.6% OWNERSHIP; START DATE 07/24/2023; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 8; FINET PRACTICE. MONTERO WEALTH MANAGEMENT, LLC; INV. RELATED; FT. MYERS,FL; 100% OWNERSHIP; START DATE 07/21/2023; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 8; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-23 |
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