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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 |
|---|---|---|---|
| HI | RA | APPROVED | 2019-02-07 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
770 Tamalpais Dr Ste 220 [Nn-Rbo], Corte Madera, CA 94925 • United States
Princeville, HI • United States
San Rafael, CA • 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 | Corte Madera | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corte Madera | CA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; PRINCEVILLE, HI; VACATION RENTAL; 100% OWNERSHIP; START DATE 2005; 0 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-12 |
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