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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_RES | 2025-03-21 |
| CA | RA | APPROVED | 2020-10-30 |
Branch Locations
6781 N Palm Ave Ste 201 [Nt/Nv-Rbo], Fresno, CA 93704 • United States
1851 E Herndon Ave, Clovis, CA 93611 • United States
8420 N Friant Rd, Fresno, CA 93720 • United States
40044 Highway 49, Oakhurst, CA 93644 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Fresno | CA | 10/2008 | Present |
| Wells Fargo Advisors, Llc | Fresno | CA | 02/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fresno | CA | 11/2016 | Present |
WASHINGTON COLONY ELEMENTARY SCHOOL DISTRICT; NOT INV. RELATED; FRESNO, CA; AREA 2 BOARD MEMBER; START DATE 12/1/2016; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTENDING MONTHLY MEETINGS AND SCHOOL EVENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-18 |
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