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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
2959 College Ave, Berkeley, CA 94705 • United States
2033 N Main Street 9Th Floor [Wz-Rbo], Walnut Creek, CA 94596 • United States
4309 Hacienda Drive Ste 300, Pleasanton, CA 94588 • 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 | Berkeley | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Berkeley | CA | 11/2016 | Present |
TRUSTEE FOR BROTHER'S TRUST, INV RELATED, SUNNYVALE, CA, START: 7/7/2023, 30 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR BROTHER'S TRUST, INV RELATED, SUNNYVALE, CA, START: 8/18/2023, 3 HOURS A MONTH, 3 HOURS DURING TRADING.; POWER OF ATTORNEY, INV RELATED, SUNNYVALE, CA, START: 10/02/2023, 6 HOURS A MONTH, 3 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-10 |
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