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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 | 2013-01-03 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
301 University Ave [Vd-Rbo], Palo Alto, CA 94301 • 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 | Menlo Park | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Menlo Park | CA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; TRUCKEE,CA; 100% OWNERSHIP; START DATE 06/09/2021; NUMBER OF HOURS PER MONTH 1; NUBMER OF HOURS DURING TRADING 0; OWNER.| RENTAL PROPERTY; INV RELATED; WAYZATA, MN; 100% OWNERSHIP. START DATE 02/15/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-10 |
| S65 | Uniform Investment Adviser Law Examination | 1995-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-27 |
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