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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_RES | 2022-12-06 |
| CA | RA | APPROVED | 2001-12-28 |
Branch Locations
520 Newport Center Dr Ste 1700, Newport Beach, CA 92660 • United States
400 Spectrum Center Dr Ste 2160, Irvine, CA 92618 • United States
27201 Puerta Real Ste 220, Mission Viejo, CA 92691 • 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 | Irvine | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 11/2016 | Present |
ATLAS PAC, NOT INVESTMENT RELATED, NEWPORT BEACH CA, POLITICAL ACTION COMMITTEE, DIRECTOR, BEGAN 07/24/2017, 3 HOURS/WEEK, NOT DURING BUSINESS HOURS. NO MO JOE, LLC; NOT INV. RELATED; NEWPORT BEACH,CA; 25% OWNERSHIP; START 11/04/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; HOLDS A BOAT. SIJ RESTAURANT GROUP LLC, NOT INV RELATED, IRVINE, CA, 5% OWNERSHIP, START 10/17/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, PASSIVE OWNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-19 |
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