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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Redwood City | CA | 01/2004 | 04/2018 |
| Wells Fargo Advisors, Llc | Redwood City | CA | 01/2011 | 11/2016 |
| East West Bank | San Francisco | CA | 04/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 05/2026 | Present |
| Cetera Investment Advisers Llc | San Francisco | CA | 05/2026 | Present |
| Wells Fargo Clearing Services, Llc | Redwood City | CA | 11/2016 | 04/2018 |
| California Bank & Trust (Zions Affiliate) | Walnut Creek | CA | 05/2018 | Present |
| Lpl Financial Llc | Walnut Creek | CA | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-13 |
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