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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 | 2011-01-03 |
Branch Locations
100 E 4Th Ave, San Mateo, CA 94401 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Francisco/San Mateo | CA | 02/2005 | Present |
| Wells Fargo Advisors Llc | San Mateo | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Mateo | CA | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER, INVT RELATED, FOSTER CITY, CA, POA, START DATE 12/19/2023, 1 HR PER MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER, INV RELATED, FOSTER CITY, CA, START: 12/05/2023, 3 HOURS A MONTH, 0 HOURS DURING TRADING. RENTAL PROPERTY - SAN MATEO; INV RELATED; SAN MATEO, CA; COMMERCIAL REAL ESTATE;100% OWNERSHIP; START DATE: 10/07/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; | 320 N SAN MATEO DRIVE LLC ; INV RELATED; SAN MATEO, CA; RENTAL PROPERTY MANAGEMENT;100% OWNERSHIP; START DATE: 10/13/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-09 |
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