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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-05 |
| TX | RA | APPROVED | 2023-06-02 |
Branch Locations
601 California Suite 1168 [Satellite], San Francisco, CA 94108 • United States
San Mateo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | San Francisco | CA | 06/2023 | Present |
ARAGON HIGH SCHOOL; NOT INV RELATED; SAN MATEO, CA; ASSISTANT TRACK COACH; START 2/2016; 16 HOURS PER MONTH, 0 DURING TRADING; COACHING HIGH SCHOOL TRACK.; HILLSBOROUGH RACQUET CLUB, INVT RELATED, HILLSBOROUGH, CA, FINANCE COMMITTEE CHAIRMAN, START DATE 2/1/2023, 4 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, CREATING REPORTS WITH RECOMMENDATIONS FOR BUDGET AND CAPITAL EXPENDITURES.; RG2 ADVISORY, LLC, INVT RELATED, SAN MATEO, CA, 100% OWNERSHIP, START DATE 6/6/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.; POWER OF ATTORNEY FOR DAUGHTER, INV RELATED, SAN MATEO, CA, START: 1/22/2009, 0 HOURS A MONTH, 0 HOURS DURING TRADING,; POWER OF ATTORNEY FOR MOTHER, INV RELATED, LINCOLN, CA, START: 10/17/2018, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; POWER OF ATTORNEY FOR FATHER, INV RELATED, LINCOLN, CA, START: 10/17/2018, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-21 |
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