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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 | 2011-02-23 |
| NV | RA | APPROVED | 2011-01-03 |
Branch Locations
938 Tahoe Blvd, Incline Village, NV 89451 • United States
6005 Plumas St 2Nd Fl [Sh-Rbo], Reno, NV 89519 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | South Lake Tahoe | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | South Lake Tahoe | CA | 11/2016 | Present |
RUSSELL INVESTMENT PROPERTIES LLC; INVESTMENT RELATED; RENO, NV; RENTAL PROPERTY; 100% OWNERSHIP WITH SPOUSE; START DATE 1/2012; 4 HRS PER MONTH; 0 HRS DURING TRADING.; RENTAL PROPERTY, INVT RELATED, RENO, NV, 100% OWNERSHIP, START DATE 11/1/2018, 25 HRS PER MONTH, 0 HRS DURING TRADING, PROPERTY MANAGER. RENTAL PROPERTY, INVT RELATED, RENO, NV, 100% OWNERSHIP, START DATE 11/1/2016, 25 HRS PER MONTH, 0 HRS DURING TRADING, PROPERTY MANAGER. RENTAL PROPERTY, INVT RELATED, RENO, NV, 100% OWNERSHIP, START DATE 9/12/2017, 25 HRS PER MONTH, 0 HRS DURING TRADING, PROPERTY MANAGER. THUNDERBIRD LODGE PRESERVATION SOCIETY, INVT RELATED, INCLINE VILLAGE, NV, INVESTMENT COMMITTEE, START DATE 1/1/2009, 8 HRS PER MONTH, 0 HRS DURING TRADING. STATEMENTS AND ATTENDING MEETINGS TO DISCUSS CASH FLOW, ALIGNING INVESTMENTS, ALL ASPECTS OF THE CAUSE, AND MEETING WITH MILITARY LEADERSHIP. RENTAL PROPERTY; INV RELATED; BURLINGTON, VT; 100% OWNERSHIP; START 06/01/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; LANDLORD RUSSELL VT INVESTMENT PROPERTY; INV RELATED; 100% OWNERSHIP; START 12/04/2023; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; HOLDS REAL ESTATE. FOUNDATION 36, INC.; INV RELATED; RENO, NV; PRESERVE NEVADA / WESTERN HISTORY AND NV HISTORY COLLECTION; TREASURER; START DATE: 09/01/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING; THUNDERBIRD LODGE PRESERVATION SOCIETY; INV RELATED; RENO, NV; PRESERVE NEVADA / WESTERN HISTORY AND NV HISTORY COLLECTION; TREASURER; START DATE: 09/01/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-23 |
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