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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 | 2023-03-03 |
| CA | RA | APPROVED | 2015-10-01 |
Branch Locations
433 N Camden Dr 9Th & 12Th Fls [La-Rbo], Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Beverly Hills | CA | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 11/2016 | Present |
UNIVERSITY OF CALIFORNIA AT LOS ANGELES (UCLA) EXTENSION, LOS ANGELES, CA., ADJUNCT INSTRUCTOR, 20 HOURS/MONTH, 0 DURING TRADING, TEACH CERTIFIED FINANCIAL PLANNING (CFP) PREPARATION COURSE. UCLA EXTENSION; INV RELATED; LOS ANGELES, CA; EDUCATIONAL ADVISOR; START: 5/2019; 6 HRS/MO; 0 DURING TRADING; CONSULTING WITH STUDENTS ON FINANCIAL PLANNING ASSIGNMENT. UCLA EXTENSION FINANCIAL PLANNING, INVT RELATED, LOS ANGELES, CA, INSTRUCTOR, START DATE 9/12/2019, 12.5 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING CLASS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-02 |
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