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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 | 2014-07-17 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
350 W Colorado Blvd Ste 390 [Lc-Rbo], Pasadena, CA 91105 • United States
17799 E Colima Rd, City Of Industry, CA 91748 • United States
Lake Forest, CA • 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 | Walnut | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut | CA | 11/2016 | Present |
RENTAL PROPERTY, INV-RELATED, RANCHO CUCAMONGA, CA, 100% OWNERSHIP, START 7/1/15, 5 HRS/MO, 0 DURING TRADING.| RENTAL PROPERTY; INV RELATED; TUSTIN, CA; 100% OWNERSHIP; START 4/1/2016; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD.| RENTAL PROPERTY; INV RELATED; LOS ANGELES, CA; 34% OWNER; START 10/1/2016; 2 HRS/MO; 0 DURING TRADING.| TRIGON LLC, INV RELATED, LOS ANGELES, CA 34% OWNER, START 10/15/2016, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: LANDLORD.| RENTAL PROPERTY; INVESTMENT RELATED; GLENDORA,CA; 100% OWNERSHIP; START 01/15/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; LANDLORD.| DELOGON LLC, INV RELATED, IRVINE, CA, 100% OWNERSHIP, START 7/15/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, HOLDS RENTAL PROPERTY.| RENTAL PROPERTY; INVESTMENT RELATED; HENDERSON,NV; 34% OWNERSHIP; START DATE 08/02/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-25 |
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