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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_RES | 2014-07-23 |
| FL | RA | APPROVED | 2012-12-03 |
Branch Locations
800 N Magnolia Ave Ste 1401, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Orlando | FL | 11/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | Present |
CIVITAN CLUB OF ORLANDO, INVT RELATED, ORLANDO, FL, TREASURER, START 10/1/2013, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING FINANCIAL STATEMENTS AND COLLECTING DUES. UNIVERSITY ESTATES PROPERTY OWNERS ASSOCIATION, INV RELATED, TAMPA, FL, PRESIDENT, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, DISCUSSING ANNUAL BUDGET AND REVIEWING MONTHLY FINANCIAL REPORTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-27 |
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