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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 | 2013-03-06 |
| CA | RA | APPROVED | 2008-01-01 |
Branch Locations
550 S Winchester Blvd Ste 601, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Jose | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | Present |
6.CALIFORNIA STATE UNIVERSITY; NOT INVESTMENT RELATED; SEASIDE, CA; ADJUNCT INSTRUCTOR; COURSE PERSONAL FINANCIAL MANAGEMENT; START DATE 1/24/2017; 20 HRS/MONTH; 0 HRS DURING TRADING.TEACHING. DELOS II,LLC; NOT INVESTMENT RELATED; SCOTTS VALLEY,CA; 100% OWNERSHIP; START DATE 06/27/2019; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; DISCUSS REAL ESTATE. RENTAL PROPERTY; INVESTMENT RELATED; POWAY,CA; 10.15% OWNERSHIP; START DATE 12/13/2004; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. PWM,LLC; NOT INVESTMENT RELATED; POWAY,CA; 10.15% OWNERSHIP; START DATE 12/13/2004; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE LIMITED PARTNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-29 |
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