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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 | 2022-11-02 |
Branch Locations
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
826 3Rd Ave, Chula Vista, CA 91911 • United States
444 H St, Chula Vista, CA 91910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | San Diego | CA | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 04/2019 |
| Lpl Financial, Llc | San Diego | CA | 05/2019 | 11/2020 |
| Raymond James Financial Services Inc. | San Diego | CA | 11/2020 | 11/2022 |
| Raymond James Financial Services Advisors | San Diego | CA | 11/2020 | 11/2022 |
| : Next Retirement Solutions | San Diego | CA | 11/2020 | 11/2022 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-14 |
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