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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED | 2025-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Jose | CA | 10/2012 | 10/2025 |
| Wells Fargo Advisors, Llc. | San Jose | CA | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 10/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 10/2025 | Present |
| Bank Of America, N.A. | San Jose | CA | 01/2026 | Present |
MXC; NOT INV. RELATED; SAN JOSE,CA; M2 DEVICE OWNER; START DATE 08/26/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; DEVICE WITH GOAL OF FREE INTERNET IN THE FUTURE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-29 |
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