Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-08
FL RA APPROVED 2024-11-20
  • TX RA
    APPROVED
    Since 2025-05-08
  • FL RA
    APPROVED
    Since 2024-11-20

Branch Locations

4776 Windsor Commons Ct, Jacksonville, FL 32224 • United States

480 N Orlando Ave Ste 200, Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Winter Park FL 10/2023 Present
Choose Apprentice, Inc. St. Augustine FL 05/2022 10/2023
Five Tool Training Jacksonville FL 07/2022 06/2023
Dunkin' St. Augustine FL 05/2020 07/2021
Gulfstream Design Group St. Augustine FL 06/2018 08/2018
Handy Relocations Llc Ann Arbor MI 09/2023 02/2024
University Of Mobile Mobile AL 08/2021 05/2023
Palm Beach State College West Palm Beach FL 08/2020 05/2021
Coker University Hartsville SC 08/2019 05/2020
Allen D. Nease High School St. Augustine FL 08/2015 08/2019
  • 10/2023 → Present
    Winter Park, FL
  • 05/2022 → 10/2023
    Choose Apprentice, Inc.
    St. Augustine, FL
  • 07/2022 → 06/2023
    Five Tool Training
    Jacksonville, FL
  • 05/2020 → 07/2021
    Dunkin'
    St. Augustine, FL
  • 06/2018 → 08/2018
    Gulfstream Design Group
    St. Augustine, FL
  • 09/2023 → 02/2024
    Handy Relocations Llc
    Ann Arbor, MI
  • 08/2021 → 05/2023
    University Of Mobile
    Mobile, AL
  • 08/2020 → 05/2021
    Palm Beach State College
    West Palm Beach, FL
  • 08/2019 → 05/2020
    Coker University
    Hartsville, SC
  • 08/2015 → 08/2019
    Allen D. Nease High School
    St. Augustine, FL
Other Businesses

Handy Relocations LLC Business is not investment related 5722 Rothbury Ct, Ypsilanti, MI 48197 Moving Company I was a marketing manager start date 09/2023 approx hours 10 per month total 0 hours devoted during trading hours, only worked on weekends My duties involved managing email marketing for the company. I am no longer actively working with them however they are paying me for work done in prior months so I am listing them anyways

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor