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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 | 2021-12-02 |
| FL | RA | APPROVED | 2012-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Sarasota | FL | 04/2012 | Present |
TMAC STOX, LLC, INV. RELATED, UNIVERSITY PARK, FL. START: 9/31/18, 0 HOURS/MONTH, HOLDS FINET PRACTICE.| TMAC STOX 401K; INV. RELATED SARASOTA, FL; TRUSTEE; FINET PRACTICE 401K; START DATE 8/2018; 10 HRS PER MONTH; 1 HR DURING TRADING.| CAPSTAN INSURANCE CONSULTING LLC; INV RELATED; SARASOTA, FL; AGENT; START DATE 06/16/2025; 5 HOURS PER MONTH; 5 HOUR DURING TRADING HOURS; PROCESS FINET APPROVED OUTSIDE INSURANCE RELATED BUSINESS MCDONALD GP, LLC ; INV RELATED; SARASOTA, FL; LLC;90% OWNERSHIP; START DATE: 10/30/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-07 |
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