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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-25 |
| CA | RA | APPROVED | 2022-09-22 |
Branch Locations
22950 Towngate Blvd., Moreno Valley, CA 92553 • United States
5225 Canyon Crest Dr, Bldg 85, Riverside, CA 92507 • United States
1299 University Avenue Ste 105, Riverside, CA 92507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Riverside | CA | 03/2012 | 11/2016 |
| Wells Fargo Bank | Riverside | CA | 12/2009 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Riverside | CA | 03/2012 | 09/2022 |
| J.P. Morgan Securities Llc | Moreno | CA | 09/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Moreno | CA | 09/2022 | Present |
| Wayne Oberle | Menifee | CA | 08/2021 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-14 |
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