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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 | 2013-06-24 |
| FL | RA | APPROVED | 2007-07-03 |
Branch Locations
5326 8Th St [Profit Formula], Zephyrhills, FL 33542 • United States
4030 W Boy Scout Blvd Ste 150, Tampa, FL 33607 • 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 | Tampa | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | Present |
RENTAL PROPERTY - INVESTMENT RELATED. TAMPA, FL. OWNER. START: 1/1/2014. 0 HRS PER MONTH. NO DUTIES. PASCO COUNTY SCHOOLS OVERSIGHT COMMITTEE; NOT INV. RELATED; LAND O LAKES, FL; START DATE 11/30/2022; 1 HR PER QUARTER; 0 HRS DURING TRADING; DUTIES: ATTEND QUARTERLY MEETINGS AND RUN THROUGH AGENDA ITEMS WITH BOARD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-06 |
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