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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 | 2011-01-03 |
Branch Locations
235 S K St, Livermore, CA 94550 • United States
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States
4495 1St St, Livermore, CA 94551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Livermore | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Livermore | CA | 11/2016 | 12/2017 |
| Lpl Financial, Llc | Livermore | CA | 12/2017 | Present |
RENTAL PROPERTY, INV RELATED, SAN FRANCISCO, CA, 100% OWNERSHIP, START 4/1/2004, 0 HRS/MONTH, 0 HRS DURING TRADING, DUTIES: LANDLORD. RENTAL PROPERTY, INV RELATED, TRUCKEE, CA, 100% OWNER, START 9/14/2018, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. RENTAL PROPERTY; INV RELATED; LIVERMORE, CA; 100% OWNERSHIP; START DATE 9/25/2024; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY. RENTAL PROPERTY - 211; INV RELATED;LIVERMORE,CA; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 04/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-06 |
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