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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-24 |
Branch Locations
255 Shoreline Dr Ste 400, Redwood City, CA 94065 • United States
San Francisco, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Palo Alto | CA | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | 06/2022 |
| Ameriprise Financial Services, Llc | Redwood Shores | CA | 06/2022 | Present |
Other Business Activities; Rental income; Renting my primary residence in-law unit; 2355 45th ave, , San Francisco, CA, 94116; Investment-Related; 10/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-21 |
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