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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 | 2020-04-09 |
| CA | RA | APPROVED | 2014-01-02 |
Branch Locations
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • 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 Advisors Llc | San Jose | CA | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | Present |
RENTAL PROPERTY; INV. RELATED; ROUND ROCK, TX; OWNER; START 4/2019; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: COLLECT RENT. RENTAL PROPERTY, INV RELATED, SAN JOSE, CA, 100% OWNERSHIP, START 8/18/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY; INV RELATED; SACAMENTO, CA; 100% OWNERSHIP WITH SPOUSE; START 06/01/2024; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: LANDLORD. RENTAL PROPERTY -ROSS ; INV RELATED; SAN JOSE,CA; RENTAL PROPERTY ;100% OWNERSHIP; START DATE: 01/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-29 |
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