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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 | 2016-11-29 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Newport Beach | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER; INVESTMENT RELATED; DUNEDIN, FL; START DATE 10/28/2014; 3 HRS PER MONTH; 3 HRS DURING TRADING. CO-TRUSTEE OF MOTHER'S TRUST; INV. RELATED; DUNEDIN, FL; START DATE 7/2018. PHILHARMONIC SOCIETY OF ORANGE COUNTY, INVT RELATED, IRVINE, CA, AUDIT COMMITTEE, START DATE 11/13/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING ANNUAL AUDIT MEETING, REVIEWING THE SOCIETY'S DRAFT FINANCIAL STATEMENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-23 |
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