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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 | 2025-08-11 |
| TX | RA | APPROVED_RES | 2025-08-11 |
Branch Locations
225 Seven Farms Dr Ste 300, Charleston, SC 29492 • United States
790 East Colorado Boulevard 510 [Satellite], Pasadena, CA 91101 • United States
1050 W. Lake Drive Suite 225 [Office Of Convenience], West Covina, CA 91790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Covina | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Covina | CA | 11/2016 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Pasadena | CA | 08/2025 | Present |
RENTAL PROPERTY, INV RELATED, LAKE HAVASU CITY, AZ, 50% OWNERSHIP, START 5/2014, 0 HOURS. RENTAL PROPERTY; INV RELATED; LAKE HAVASU CITY, AZ; 50% OWNERSHIP; START 10/30/2015; 4 HOURS PER MONTH, 0 DURING TRADING; LANDLORD. RENTAL PROPERTY, INV RELATED, ST. AUGUSTINE, FL, 50% OWNERSHIP, START 3/1/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING. TBD, LLC, INVT RELATED, ST. AUGUSTINE, FL, 33.3% OWNERSHIP, START DATE 6/1/2023, 3 HRS PER MONTH, 0 HRS DURING TRADING, FOR RENTAL PROPERTIES. WLB INC.; INV RELATED; WHITTIER,CA; C-CORP;100% OWNERSHIP; START DATE: 08/26/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-09 |
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