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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_RES | 2020-09-19 |
| CA | RA | APPROVED | 2016-06-27 |
Branch Locations
665 Marsh St, San Luis Obispo, CA 93401 • United States
1160 Marsh St, Stes 200 & 300 [Lm*/Le-Rbo], San Luis Obispo, CA 93401 • United States
730 Quintana Rd, Morro Bay, CA 93442 • 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 |
|---|---|---|---|---|
| Bma Wines | San Luis Obispo | CA | 01/2001 | Present |
| Wells Fargo Advisors, Llc | San Luis Obispo | CA | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Luis Obispo | CA | 11/2016 | Present |
SAN LUIS OBISPO COUNTRY CLUB BOARD OF DIRECTORS; NOT INV. RELATED; SAN LUIS OBISPO, CA; TREASURER; START DATE 1/1/2024; 2 HOURS PER MONTH; 0 HOURS DURING BUSINESS HOURS; DUTIES: ATTEND MEETINGS, DEVELOP A 10-15 YEAR CAPITAL BUDGET FOR THE CLUB, COMMISSION A CAPITAL RESERVE STUDY, MAKE RECOMMENDATION TO THE BOARD ON ALL CAPITAL IMPROVEMENTS AND OPERATIONAL EFFICIENCIES FOR THE CLUB. SAN LUIS OBISPO COUNTRY CLUB BOARD OF DIRECTORS; NOT INV. RELATED; SAN LUIS OBISPO, CA; FINANCE COMMITTEE CHAIR; START DATE 2/21/2024; 2 HOURS PER MONTH; 0 HOURS DURING BUSINESS HOURS; DUTIES: RUN MONTHLY MEETING, REVIEW FINANCES AND MAKE RECOMMENDATIONS TO THE BOARD WITH RESPECT TO THE CLUBS FINANCES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-13 |
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