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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 | 2023-11-28 |
| CA | RA | APPROVED | 2017-11-08 |
Branch Locations
350 W Colorado Blvd Ste 390 [Ll-Rbo], Pasadena, CA 91105 • United States
11836 San Vicente Blvd, Los Angeles, CA 90049 • United States
11835 W Olympic Blvd, Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Calabasas | CA | 03/2006 | Present |
| Wells Fargo Advisors Llc | Calabasas | CA | 06/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Calabasas | CA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; PORTER RANCH, CA; 100% OWNERSHIP; START 06/01/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; LANDLORD. 20323 LIVORNO WAY LLC; INV RELATED; PORTER RANCH, CA; 100% OWNERSHIP WITH SPOUSE; 02/2025; 1 HR PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-26 |
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