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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_RES | 2020-08-23 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
1512 Eureka Rd Ste 300 [Kc-Rbo], Roseville, CA 95661 • 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 Bank Na | Sacramento | CA | 06/2003 | Present |
| Wells Fargo Advisors Llc | Sacramento | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 11/2016 | Present |
RENTAL PROPERTY-BLACKSTONE ;INV RELATED; ROCKLIN,CA; RENTAL INCOME;100% OWNERSHIP; START DATE: 12/01/2025; 8 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-15 |
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