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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 | 2025-09-05 |
| CA | RA | APPROVED | 2025-07-15 |
Branch Locations
3951 Portola Pkwy, Irvine, CA 92602 • United States
5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Irvine | CA | 03/2010 | Present |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 07/2021 | Present |
| Janco & Winnex Inc | City Of Industry | CA | 06/2015 | 12/2019 |
REAL ESTATE LICENSE; NOT INVESTMENT RELATED; BREA,CA; LICENSE FOR PRIMARY RESIDENCE ONLY; START DATE 03/01/2004; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; LICENSE HOLDER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-03 |
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