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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 | 2025-05-22 |
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
13520 Evening Creek Dr N Ste 500, San Diego, CA 92128 • 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 Clearing Services, Llc | San Diego | CA | 05/2025 | Present |
| Ubs Financial Services Inc. | San Diego | CA | 08/2012 | 05/2025 |
RENTAL PROPERTY; INV RELATED; ESCONDIDO, CA; 50% OWNERSHIP; START DATE 05/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS RENTAL PROPERTY - WATERCOLORS ; INV RELATED;WEST BAY, ROATAN ISLAS DE LA BAHIA,HONDURAS; PERSONAL AND RENTAL INCOME;100% OWNERSHIP; START DATE: 05/29/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-22 |
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