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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 | 2023-07-11 |
| UT | RA | APPROVED | 2022-05-20 |
| IL | RA | APPROVED | 2022-05-17 |
Branch Locations
9110 Strada Pl 3Rd Fl [Ei-Rbo], Naples, FL 34108 • United States
13515 Bell Tower Dr Ste 100, Fort Myers, FL 33907 • United States
13515 Bell Tower Dr Ste 100 [Ft-Rbo], Fort Myers, FL 33907 • United States
9110 Strada Pl Ste 6300 Bldg 6, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 11/2015 | 02/2017 |
| Wells Fargo Clearing Services, Llc | Las Vegas | NV | 02/2017 | 12/2019 |
| Wells Fargo Clearing Services, Llc | Las Vegas | NV | 04/2021 | Present |
| Wells Fargo Bank, Na | Las Vegas | NV | 02/2017 | Present |
RENTAL PROPERTY, INV RELATED, CORONA DEL MAR, CA, 100% OWNERSHIP, START 3/1/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD. 11TH TEE ENTERPRISES LLC, INV RELATED, LAS VEGAS, NV, 100% OWNERSHIP, START 7/26/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. CDM LUXURY RENTALS LLC, INV RELATED, CORONA DEL MAR, CA, 100% OWNERSHIP, START 12/13/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, TO HOLD RENTAL PROPERTY. LV EXECUTIVE VENTURES LLC, INV RELATED, HENDERSON, NV, 100% OWNERSHIP, START 7/26/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, ESTATE PLANNING PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-22 |
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