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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 | 2023-01-10 |
| CA | RA | APPROVED | 2023-01-05 |
Branch Locations
12531 High Bluff Dr Ste 400, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Diego | CA | 04/2010 | 12/2022 |
| Wells Fargo Advisors Llc | San Diego | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 12/2022 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 12/2022 | Present |
TRUSTEE FOR DECEASED MOTHER'S TRUST; INV RELATED; LA MESA, CA; START 4/2020; 10 HRS PER MONTH; 0 HRS DURING TRADING. TRUSTEE FOR BROTHER'S TRUST; INV RELATED; LA MESA, CA; START 9/2021; 10 HRS PER MONTH; 0 HRS DURING TRADING. COMMERCIAL RENTAL PROPERTY, INV RELATED, LA MESA, CA, 20% OWNERSHIP, START 10/31/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HELD IN FAMILY TRUST PASSIVE OWNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-07 |
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