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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_RES | 2014-06-18 |
| FL | RA | APPROVED | 2008-01-01 |
Branch Locations
800 N Magnolia Ave Ste 1401, Orlando, FL 32803 • United States
Orlando, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orlando | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | Present |
TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; ORLANDO, FL; START DATE 6/19/2020; 1 HR PER MONTH; 0 HRS DURING TRADING.; PERSONAL REPRESENTATIVE FOR STEP FATHER, INV RELATED, ORLANDO, FL, START: 5/22/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-19 |
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