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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 | 2022-05-06 |
| TX | RA | APPROVED | 2022-05-05 |
Branch Locations
238 S Washington Blvd, Sarasota, FL 34236 • United States
19790 Wellen Park Blvd Suite 206 [Satellite], Venice, FL 34293 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Englewood | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Englewood | FL | 11/2016 | 05/2022 |
| Wells Fargo Advisors Financial Network, Llc | Venice | FL | 05/2022 | Present |
CAPSTAN INSURANCE CONSULTING LLC; INV RELATED; SARASOTA, FL; AGENT; START DATE 06/16/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING HOURS; PROCESS FINET APPROVED OUTSIDE INSURANCE RELATED BUSINESS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-02 |
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