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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 | 2019-01-15 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
5823 Kanan Rd, Agoura Hills, CA 91301 • United States
3059 Townsgate Rd 4Th Fl/Ste 400 [Ld-Rbo], Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golds Gym | Thousand Oaks | CA | 05/2003 | Present |
| Wells Fargo Bank | Thousand Oaks/Simi Valley | CA | 05/2008 | Present |
| Wells Fargo Advisors Llc | Thousand Oaks | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Thousand Oaks | CA | 11/2016 | Present |
LAGREE FITNESS CERTIFIED TRAINING FACILITY, NOT INVT RELATED, NEWBURY PARK, CA, FITNESS TRAINER, START DATE 6/10/2021, 12 HRS PER MONTH, 0 HRS DURING TRADING, TRAINER. RENTAL PROPERTY; INV. RELATED; NEWBURY PARK,CA; 100% OWNERSHIP; START DATE 09/20/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-13 |
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