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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 | 2019-02-13 |
| CA | RA | APPROVED | 2012-10-29 |
Branch Locations
400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • United States
444 Court St, Woodland, CA 95695 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Vallejo | CA | 08/2010 | Present |
| Wells Fargo Advisors Llc | Vallejo | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Vallejo | CA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, VALLEJO, CA, 100% OWNERSHIP, START 9/15/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING. PARENTS 4 THE ARTS-PERFORMING AND FINE ARTS ACADEMY, INVT RELATED, SACRAMENTO, CA, TREASURER, START DATE 7/15/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, WORKING WITH SECRETARY AND CPA TO MAKE SURE ACCOUNTING STATEMENTS ARE ACCURATE. RECORDING TRANSACTIONS AND BALANCING THE LEDGERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-05 |
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