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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-12-09 |
Branch Locations
355 Santana Row Suite 2050, San Jose, CA 95128 • United States
San Jose, CA • United States
355 Santana Row Suite 2050, 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 | 10/2019 |
| Ubs Financial Services Inc. | Menlo Park | CA | 10/2019 | Present |
Pixie Bound,Travel agent on the night and weekends to help friends and family book vacation trips391 Vale DriveSan JoseCAUnited States95123www.pixiebound.com - not set up yet to approved to do outside activityPlanning travel for family and friends as needed will be booking trips mostly for Theme Parks, Cruises and Hotels, Start date -9/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-15 |
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