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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 | 2025-01-11 |
| CA | RA | APPROVED | 2015-07-27 |
Branch Locations
6781 N Palm Ave Ste 201 [Nt/Nv-Rbo], Fresno, CA 93704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Fresno | CA | 07/2015 | 11/2016 |
| Wells Fargo Bank Na | Fresno | CA | 07/2015 | Present |
| Wells Fargo Clearing Services, Llc | Fresno | CA | 11/2016 | Present |
FRESNO ESTATE PLANNING COUNCIL, NOT INV RELATED, FRESNO, CA, BOARD MEMBER, START 9/19/2021, 1 HOUR PER MONTH, ZERO DURING TRADING, ATTENDING BOARD MEETINGS WORKING ON ACTIVITIES FOR THE GROUP. RENTAL PROPERTY, INV RELATED, FRESNO, CA, 100% OWNERSHIP, START 10/1/2019, 2 HOURS PER MONTH, ZERO DURING TRADING, MANAGING THE PROPERTY. RENTAL PROPERTY, INVT RELATED, SACRAMENTO, CA, 100% OWNERSHIP, START DATE 10/1/2019, 2 HRS PER MONTH, 0 HRS DURING TRADING, MANAGING RENTAL. NELSON ELEMENTARY SCHOOL PARENT TEACHER CLUB (PTC) ; NOT INV RELATED;FRESNO,CA; SCHOOL; TREASURER; START DATE: 08/17/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
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