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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-22 |
Branch Locations
27710 Mcbean Pkwy, Valencia, CA 91354 • United States
3059 Townsgate Rd 4Th Fl/Ste 400 [Ld-Rbo], Westlake Village, CA 91361 • United States
25662 The Old Rd, Stevenson Ranch, CA 91381 • United States
24180 Lyons Ave, Newhall, CA 91321 • United States
19309 Soledad Canyon Rd, Canyon Country, CA 91351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pasadena | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pasadena | CA | 11/2016 | 04/2023 |
| Fidelity Investments | Burbank | CA | 04/2023 | 04/2024 |
| Wells Fargo Clearing Services, Llc | Westlake Village | CA | 04/2024 | Present |
SAFE HAVEN SENIOR LIVING LLC; INV RELATED; 100% OWNERSHIP; PANORAMA CITY, CA; START DATE 8/1/2023; 10 HOURS PER MONTH; 0 DURING TRADING; PAYROLL, ACCOUNTS PAYABLE, AND ACCOUNTS RECEIVABLE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-05 |
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