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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-28 |
Branch Locations
300 University Avenue Suite 200, Sacramento, CA 95825 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-01 |
Branch Locations
400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • United States
7375 Greenhaven Dr, Sacramento, CA 95831 • United States
5660 Freeport Blvd, Sacramento, CA 95822 • 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 | Sacramento | CA | 06/2012 | 11/2016 |
| Jpmorgan Securities, Llc | Sacramento | CA | 11/2016 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 06/2019 | 08/2026 |
| Wells Fargo Bank Na | Sacramento | CA | 05/2008 | 11/2016 |
| Robert W. Baird & Co. Incorporated | Sacramento | CA | 08/2026 | Present |
1. RENTAL PROPERTY, INV RELATED, ELK GROVE, CA, 50% OWNERSHIP, START 12/12/2017, 2 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. 2. RENTAL PROPERTY, INV RELATED, ELK GROVE, CA, 50% OWNERSHIP, START 12/12/2017, 2 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. 3. ENGLISH BULLDOG BREEDING, NOT INV RELATED, ELK GROVE, CA, 100% OWNERSHIP, START 1/1/2012, HOURS: 2 PER MONTH, ZERO DURING TRADING, BREEDING DOGS 4. ASSISTNOW; NOT INV. RELATED; ELK GROVE,CA; 100% OWNERSHIP WITH SPOUSE; START DATE 08/30/2021; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS WAYS TO CONNECT CAREGIVERS WITH JOBS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-14 |
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