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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-05 |
| CA | RA | APPROVED | 2017-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Pasadena | CA | 08/2003 | 10/2017 |
| Wells Fargo Advisors Llc | Pasadena | CA | 04/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pasadena | CA | 11/2016 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 10/2017 | Present |
I*715229 For profit or not for profit: Entity For Profit Name of outside business organization: Old Town Gymnasium, Crossfit Gym Investment related: N Address of business: Pasadena, California, 91105 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 2/10/2022 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: Part time CrossFit Coach, CrossFit Gym, Fitness gym and coach fitness classes with members I*1692336 Name of OBA: Crossfit DTA Address: Alhambra,CA,91801 Investment Related: NO Position, Title, Association: OTHER Employee Start Date:02/12/2024 No Hours: Weekly No Hours during trading:0 Duties: CrossFit Gym, Fitness gym and coach fitness classes with members
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-08 |
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