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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-04 |
Branch Locations
225 Seven Farms Dr Ste 300, Charleston, SC 29492 • United States
2065 San Elijo Ave [Satellite], Cardiff, CA 92007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Diego | CA | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 05/2018 |
| Lpl Financial | San Diego | CA | 05/2018 | 08/2021 |
| Aegis Capital Corp | New York | NY | 09/2021 | 12/2024 |
| Wells Fargo Advisors Financial Network, Llc | Cardiff | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-12 |
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