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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 | 2014-12-17 |
| TX | RA | APPROVED_RES | 2014-12-12 |
Branch Locations
110 Sullivan Street Suite 112, Punta Gorda, FL 33950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Punta Gorda | FL | 12/2014 | Present |
LEVELL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; PUNTA GORDA,FL; 100% OWNERSHIP; START DATE 12/12/2014; NUMBER OF HOURS PER MONTH 220; NUMBER OF HOURS PER TRADING 150; OWNER OF FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-10 |
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