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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-08-10 |
| CA | RA | APPROVED | 2003-07-01 |
Branch Locations
888 Prospect St Stes 301 & 320, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | La Jolla | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | La Jolla | CA | 11/2016 | Present |
1. SISTER'S TRUST, INVESTMENT RELATED, SANTA MONICA CA, FAMILY TRUST, TRUSTEE, NO TIME CURRENTLY SPENT. 2. RENTAL PROPERTY; INVESTMENT RELATED; SAN DIEGO, CA; RENTAL PROPERTY; OWNER/LANDLORD; START 12/1/2007; 0 HRS MONTH; 0 HRS DURING TRADING. 4. RENTAL PROPERTY, INVT RELATED, SAN DIEGO, CA, 100% OWNERSHIP, START 8/20/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. 5. RENTAL PROPERTY, INV RELATED, SAN DIEGO, CA, 100% OWNERSHIP, START 10/1/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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