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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 | 2023-02-22 |
| TX | RA | APPROVED | 2020-11-13 |
Branch Locations
27555 Ynez Road Ste 120, Temecula, CA 92591 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • 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 | Present |
RENTAL PROPERTY; INV. RELATED; RENO,NV; 100% OWNERSHIP; START DATE 05/01/2022; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; OWNER. CITY OF TEMECULA COMMUNITY SERVICES, NOT INV RELATED, TEMECULA, CA, TENNIS COACH, START DATE: 11/1/23, 16 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING TENNIS; RENTAL PROPERTY - 1945 PIERCE STREET, PHILADELPHIA - 100% OWNERSHIP; INV RELATED;PHILADELPHIA ,PA; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 05/14/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-11-07 |
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