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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2025-11-19 |
| CA | RA | APPROVED | 2024-09-16 |
Branch Locations
595 Humboldt St Ste 200, Reno, NV 89509 • United States
170 Green Valley Pkwy Suite 220 [Satellite}, Henderson, NV 89052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 12/2016 | 09/2024 |
| Wells Fargo Advisors Financial Network, Llc | Irvine | CA | 09/2024 | Present |
CO-TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; ARCADIA, CA; START DATE 12/5/2016; 0 HRS PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-07 |
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