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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 | 2026-04-03 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
770 Tamalpais Dr, Corte Madera, CA 94925 • 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 | 2018-04-20 |
Branch Locations
1512 Eureka Rd 3Rd Fl, Roseville, CA 95661 • United States
770 Tamalpais Dr Ste 400, Corte Madera, CA 94925 • United States
Citrus Heights, CA • 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 |
|---|---|---|---|---|
| Scottrade | Fairfield | CA | 11/2012 | 01/2017 |
| Sfco | Walnut Creek | CA | 01/2005 | Present |
| Wells Fargo Clearing Service, Llc | Roseville | CA | 03/2018 | Present |
| Wells Fargo Advisors Financial Network | Corte Madera | CA | 04/2026 | Present |
SFCO, INV RELATED, CITRUS HEIGHTS, CA, 100% OWNERSHIP, START 1/1/2018, 10 HOURS PER MONT, ZERO DURING TRADING, RENTAL PROPERTY, MUSIC AND ARTWORK SALES. RENTAL PROPERTY, INV RELATED, CITRUS HEIGHTS, CA, 100% OWNERSHIP, START 2/1/2019, 5 HOURS PER MONTH, ZERO DURING TRADING, MANAGE PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-04 |
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