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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 | 2010-03-04 |
| TX | RA | APPROVED | 2010-03-02 |
Branch Locations
4030 W Boy Scout Blvd Ste 150, Tampa, FL 33607 • United States
Tampa, FL • 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 | Tampa | FL | 03/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 11/2016 | Present |
POWER OF ATTORNEY FOR SON, INV RELATED, TAMPA, FL, START: 8/21/2020, 1 HR/MONTH, 0 HRS DURING TRADING.; POWER OF ATTORNEY ON FATHER'S ADVANCED DIRECTIVE LIVING WILL, INV RELATED, TAMPA, FL, START: 6/19/2020, 0 HRS/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR PARENT'S TRUST, INV RELATED, TAMPA, FL, START: 9/14/2020, 4 HOURS A MONTH, 1 HOUR DURING TRADING. DURABLE POWER OF ATTORNEY FOR FATHER; INV RELATED; TAMPA,FL; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 11/12/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; DECLARATION OF PRENEED GUARDIAN FOR FATHER; INV RELATED; TAMPA,FL; GUARDIAN/CO-GUARDIAN; START DATE: 11/12/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-02 |
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