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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 | 2019-12-06 |
| CA | RA | APPROVED | 2008-01-14 |
Branch Locations
808 E Mono Way, Sonora, CA 95370 • United States
6781 N Palm Ave Ste 201 [Nt/Nv-Rbo], Fresno, CA 93704 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sonora | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sonora | CA | 11/2016 | Present |
THE MEADOW HOUS, NOT INV RELATED, SONORA, CA, 100% OWNERSHIP, START 4/1/2021, 20 HOURS PER MONTH, ZERO DURING TRADING, FAMILY FARM SELLING PRODUCE AND RAISIGN ANIMALS FOR PURCHASE. TRUSTEE FOR PARENTS TRUST, INV RELATED, THOUSAND OAKS, CA, START: 5/11/2023, 5 HOURS A MONTH, 1 HOUR DURING TRADING. TRUSTEE FOR SPOUSE'S AUNT'S TRUST, INV RELATED, THOUSAND OAKS, CA, START: 4/28/2023, 5 HOURS A MONTH, 0 HOURS DURING TRADING. COMMERCIAL RENTAL PROPERTY; INV RELATED; OAKDALE, CA; 100% OWNERSHIP; START DATE 10/11/2024; 10 HOURS PER MONTH; 0 DURING TRADING; OWNER OF COMMERCIAL RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-30 |
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