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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-23 |
| TX | RA | APPROVED | 2023-06-23 |
Branch Locations
6991 E Camelback Rd Suite D200, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Scottsdale | AZ | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Scottsdale | AZ | 06/2023 | Present |
CASA 333, INC;INV RELATED; SCOTTSDALE, AZ; 100% OWNER; 0 HRS PER MONTH 0 DURING TRADING; VACATION HOME AS A SEASONAL RENTAL. CAMELBACK 360 LLC, INVESTMENT RELATED, SCOTTSDALE, AZ, START: 5/2008, 100% OWNER, 0 HOURS PER MONTH, DUTIES: HOLDS REAL ESTATE. GLENROSA 2 LLC, INV RELATED, SCOTTSDALE, AZ, START: 5/2008, 100% OWNER, 0 HOURS PER MONTH, DUTIES: HOLDS REAL ESTATE. GEROC, LLC, INV RELATED, SCOTTSDALE, AZ, START: 3/2012, 50% OWNER, 0 HOURS, NO DUTIES. DRB HOLDINGS, INV RELATED, SCOTTSDALE, AZ, 100% OWNER, START:12/2010 0 HOURS, NO DUTIES. VISTA LARGA HOMEOWNERS ASSOCIATION, NOT INVT RELATED, SCOTTSDALE, AZ, PRESIDENT, START DATE 9/15/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS PROBLEMS BETWEEN NEIGHBORS, MAINTENANCE, LANDSCAPING AND UPKEEP OF THE HOA COMMUNITY. BIANCHI WEALTH MANAGEMENT, LLC, INVT RELATED, PARADISE VALLEY, AZ, 100% OWNERSHIP, START DATE 3/27/2023, 40 HRS PER MONTH, 8 HRS DURING TRADING, TRANSITIONING TO FINET PRACTICE. CORE WEALTH STRATEGIES, LLC, INVT RELATED, SCOTTSDALE, AZ, 50% OWNERSHIP, START DATE 3/27/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, TRANSITIONING TO FINET PRACTICE. RENTAL PROPERTY, INV RELATED, PUERTO PENAZCO, MX, 100% OWNERSHIP, START: 7/25/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START: 1/1/2002, 0 HOURS A MONTH, 0 HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START: 1/1/1999, 0 HOURS A MONTH, 0 HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START: 7/25/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START: 1/1/2009, 0 HOURS A MONTH, 0 HOURS DURING TRADING. RENTAL PROPERTY - 4601 ; INV RELATED;SCOTTSDALE,AZ; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 03/31/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-18 |
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