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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 | 2024-09-05 |
| TX | RA | APPROVED_RES | 2024-09-05 |
Branch Locations
1504 Eureka Road Suite 130, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sacramento | CA | 01/2014 | 09/2024 |
| Wells Fargo Advisors Financial Network, Llc | Roseville | CA | 09/2024 | Present |
TEACHING FOOTBALL SKILLS TO PLAYERS, HANDLING COMMUNICATIONS WITH PARENTS, CREATING A DAILY PRACTICE PLAN, AND MANAGING GAME DAY ACTIVITIES AND TACTICS. LAKESIDE FINANCIAL ADVISORS CORP; INV RELATED; ROSEVILLE, CA; 100% OWNERSHIP; START DATE 9/6/2024; 40 HOURS A MONTH, 40 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 1994-06-17 |
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