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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
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
Walnut Creek, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milpitas Unified School District | Milpitas | CA | 10/2000 | Present |
| Wells Fargo Bank | San Jose/Milpitas | CA | 01/2005 | Present |
| Santa Clara In Home Support Service | San Jose | CA | 02/2002 | Present |
| Wells Fargo Advisors Llc | Los Gatos | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Gatos | CA | 11/2016 | Present |
RENTAL PROPERTY;INVESTMENT RELATED;SAN FRANCISCO,CA;100% OWNERSHIP WITH SPOUSE;START DATE 01/01/2019;NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; NO DUTIES. SANTA CLARA IN HOME SUPPORT SERVICES, NOT INVT RELATED, SAN JOSE, CA, CARETAKER, START DATE 10/31/2021, 18.59 HRS PER MONTH, 0 HRS DURING TRADING, ASSISTING ELDERLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-10 |
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