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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2021-05-05 |
| AZ | RA | APPROVED | 2018-05-15 |
| CA | RA | APPROVED | 2014-08-29 |
| TX | RA | APPROVED | 2014-08-29 |
Branch Locations
5005 Maryland Way Ste 125, Brentwood, TN 37027 • United States
Scottsdale, AZ • United States
2425 E Camelback Rd Ste 1050, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fresno | CA | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fresno | CA | 11/2016 | Present |
TRUSTEE FOR MOTHER; INV RELATED; FRESNO, CA; ILIT; START: 10/2/15; 0 HRS/MO; 0 DURING TRADING. RENTAL PROPERTY, INV RELATED, VISALIA, CA, 33,33% OWNERSHIP, START 8/1/24, 1 HRS PER MONTH, 0 HRS DURING TRADING; RENTAL PROPERTY - 3240; INV RELATED;MT. POCONO,PA; RENTAL;33.34% OWNERSHIP; START DATE: 06/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 1300; INV RELATED;HERMOSA BEACH,PA; RESORT RENTAL;33.34% OWNERSHIP; START DATE: 06/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 100; INV RELATED;RANCHO PALOS VERDES,CA; RESORT RENTAL;33.34% OWNERSHIP; START DATE: 06/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING; SOCAL SOJOURN LLC; INV RELATED;SCOTTSDALE,AZ; LLC;33.34% OWNERSHIP; START DATE: 06/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING; I'M LOVIN' IT LLC ; INV RELATED;SCOTTSDALE,AZ; LLC;33.34% OWNERSHIP; START DATE: 06/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-31 |
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