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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 | 2016-09-30 |
| CA | RA | APPROVED | 2009-06-30 |
Branch Locations
400 E Main St Ste 100 1St Fl, Visalia, CA 93291 • 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 | Visalia | CA | 06/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Visalia | CA | 11/2016 | Present |
CO-TRUSTEE OF MOTHER'S TRUST; INVESTMENT RELATED; VISALIA, CA; CO-TRUSTEE; 01/31/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; COTRUSTEE TO HELP MOTHER | JEFF BOSWELL FARMS; NOT INV RELATED; VISALIA, CA; 100% OWNERSHIP; 04/2025; 2 HOURS PER MONTH; 0 DURING TRADING; GROW ORANGES TO SELL TO PACKING HOUSE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-21 |
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