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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 | 2016-08-19 |
| CA | RA | APPROVED | 2014-08-28 |
Branch Locations
300 Spectrum Center Dr Ste 845 [Satellite], Irvine, CA 92618 • United States
225 Seven Farms Dr Ste 300, Charleston, SC 29492 • 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 Financial Network, Llc | Irvine | CA | 08/2014 | Present |
PACIFIC ISLAND 3 HOMEOWNERS ASSOCIATION; INVESTMENT RELATED; LAGUNA NIGUEL, CA; TREASURER; START DATE 3/26/24; 4 HOURS PER MONTH, 0 HOURS DURING TRADING; REVIEW ASSOCIATIONS RESERVE REPORT, GIVE GUIDANCE ON THE BUDGET, REVIEW FINANCIAL STATEMENTS, AND ATTENDING MEETINGS TO DISCUSS ASSOCIATION COSTS, ARCHITECTURAL CHANGES, AND HOMEOWNER COMPLAINTS. CO-TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; LAGUNA NIGUEL, CA; START 9/2020; 4 HRS PER MONTH; 1 HR DURING TRADING. JRV FINANCIAL LLC; INV RELATED; IRVINE, CA; FNT PRACTICE; OWNER; START: 1/2020; 1 HR/MO; 0 DURING TRADING. PACIFIC ISLAND VILLAGE III; NOT INV RELATED; LAGUNA NIGUEL, CA; HOA; BOARD MEMBER; START DATE: 01/22/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING;| VALE GP, LLC; INV RELATED; IRVINE,CA; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 12/31/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-28 |
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