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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 | 2026-04-06 |
Branch Locations
1512 Eureka Rd, Roseville, CA 95661 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-07 |
| TX | RA | APPROVED_RES | 2022-09-07 |
Branch Locations
1512 Eureka Rd 3Rd Fl, Roseville, CA 95661 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
Lincoln, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sacramentoroseville | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sacramentoroseville | CA | 11/2016 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 09/2017 | 08/2021 |
| Wells Fargo Clearing Service, Llc | Roseville | CA | 08/2021 | Present |
| Wells Fargo Advisors Financial Network | Roseville | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-01 |
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