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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 | 2025-02-24 |
Branch Locations
4045 24Th St, San Francisco, CA 94114 • United States
3431 California St, San Francisco, CA 94118 • United States
4648 Mission St, San Francisco, CA 94112 • United States
420 Montgomery St 7Th Fl [Nf*/Ng-Rbo], San Francisco, CA 94104 • United States
2595 Mission St, San Francisco, CA 94110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Los Altos | CA | 11/2014 | 04/2021 |
| Wells Fargo Clearing Services Llc | Los Altos | CA | 03/2017 | 04/2021 |
| Fidelity Investments | San Francisco | CA | 03/2021 | 12/2023 |
| U.S. Bancorp Investments, Inc. | San Francisco | CA | 12/2023 | 02/2025 |
| Wells Fargo Clearing Services Llc | San Francisco | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-05 |
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