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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 | 2023-05-15 |
| NC | RA | APPROVED | 2023-05-04 |
| TX | RA | APPROVED_RES | 2023-05-04 |
Branch Locations
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • 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 | Naples | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | 05/2023 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 05/2023 | Present |
CO-TRUSTEE FOR FATHER, INV RELATED, NAPLES, FL, START 5/2010, 2 HOURS PER MONTH/0 DURING TRADING. 246BB LLC, INV RELATED, NAPLES, FL, 100% OWNERSHIP WITH SPOUSE, START 11/4/2022, 10 HOURS PERMONTH, ZERO HOURS DURING TRADING, TO BUILD A HOME FOR SALE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-14 |
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