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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2020-09-03 |
| FL | RA | APPROVED | 2008-01-01 |
Branch Locations
625 Grand Blvd, Ste 200, Miramar Beach, FL 32550 • United States
Lehi, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Destin | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Destin | FL | 11/2016 | Present |
1. RENTAL PROPERTY, INV RELATED, BRANTLEY, AL, 100% OWNERSHIP WITH SPOUSE, START 8/22/2007, 5 HOURS A MONTH, ZERO HOURS DURING TRADING. 2. CONGER PROPERTIES, LLC, NICEVILLE, FL, 100% OWNERSHIP WITH SPOUSE, START 8/22/2007, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS FARMLAND IN ALABAMA. 3. ZEIDERS; NOT INVESTMENT RELATED; NICEVILLE, FL; COUNSELOR; START 4/1/2017; 10 HOURS PER MONTH / 0 DURING TRADING. RENTAL PROPERTY-GETTYSBURG; INV RELATED; GETTYSBURG, PA; RESIDENTIAL REAL ESTATE;50% OWNERSHIP; START DATE: 12/12/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;| TUSKEGEE UNIVERSITY; NOT INV RELATED; TUSKEGEE,AL; UNIVERSITY; START DATE: 01/05/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-30 |
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