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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_RES | 2021-08-26 |
| CA | RA | APPROVED | 2011-01-03 |
| NV | RA | APPROVED | 2011-01-03 |
Branch Locations
938 Tahoe Blvd, Incline Village, NV 89451 • United States
6005 Plumas St 2Nd Fl [Sh-Rbo], Reno, NV 89519 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Incline Village | NV | 11/2004 | Present |
| Wells Fargo Advisors Llc | Incline Village | NV | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Incline Village | NV | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER, INVT RELATED, SARATAGA, CA, START DATE 7/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR PARENTS TRUST, INV RELATED, SARATOGA, CA, START: 7/1/2024, 3 HOURS A MONTH, 0 HOURS DURING TRADING. PARASOL COMMUNITY FOUNDATION, INVT RELATED, INCLINE VILLAGE, NV, AUDIT COMMITTEE, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, SELECTING AND MONITORING INDEPENDENT AUDITOR, REVIEWING EMERGING PRONOUNCEMENTS AND DETERMINING WHICK APPLY TO THE FOUNDATION, REVIEWING AND TESTING INTERNAL CONTROLS AND PROCESSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
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