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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 | 2025-09-18 |
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
550 S. Winchester Blvd Suite 101, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Jose | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | San Jose | CA | 09/2025 | Present |
KL CANUM CONSULTING; NOT INVESTMENT RELATED; SAN JOSE, CA; 100% OWNERSHIP; LLC FOR VINTAGE AUTOMOBILE ACQUISITION AND FOR PROVIDING APPRAISALS AND HISTORICAL INFORMATION TO COLLECTORS; START DATE = 03/30/14; 10 HOURS DEVOTED PER MONTH; NOT DURING TRADING HOURS. PMT TECHNOLOGIES LLC, NOT INV RELATED, EL DORADO HILLS, CA, 50% OWNERSHIP, START 5/15/24, 10 HRS PER MONTH, 0HRS DURING TRADING, PRECISION MOTORSPORTS TIMING SOFTWARE; | CANUM WEALTH PARTNERS, LLC; INV RELATED; SAN JOSE, CA; 100% OWNERSHIP; 09/2025; 20 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-24 |
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