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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 | 2023-03-16 |
| CA | RA | APPROVED | 2013-09-03 |
Branch Locations
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
4180 Bonita Rd, Bonita, CA 91902 • United States
790 Otay Lakes Rd, Chula Vista, CA 91910 • United States
2265 Otay Lakes Rd, Chula Vista, CA 91915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Diego | CA | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; HEMET, CA; 25% OWNERSHIP; START 10/16/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: NONE. | RENTAL PROPERTY; INV RELATED; CLEVELAND, OH; 50% OWNERSHIP; 06/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-24 |
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