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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 | 2024-04-19 |
| TX | RA | APPROVED | 2024-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Walnut Creek | CA | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Orinda | CA | 04/2024 | Present |
SQUARE ONE VENTURES LLC; NOT INV. RELATED; LAFAYETTE, CA; 100% OWNERSHIP WITH SPOUSE; TOY AND GAME MFR, SINCE 4/29/2008; 10 HRS PER MONTH; 0 HRS DURING TRADING; OWNER, DESIGN DEVELOP BOARD / APP GAMES AND WRITE, PRODUCE, FILM, AND EDIT VIDEOS, AND WEBSITE DESIGN AND DEVELOPMENT. POWER OF ATTORNEY FOR MOTHER, INV RELATED, PALO ALTO, CA, START: 2/27/2015, 1 HOUR PER MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-25 |
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