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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 | 2026-05-14 |
| CA | RA | APPROVED | 2021-12-16 |
Branch Locations
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
480 W Napa St, Sonoma, CA 95476 • United States
1107 Main St, Saint Helena, CA 94574 • United States
3255 Jefferson St, Napa, CA 94558 • 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 Clearing Services, Llc | Napac | CA | 08/2012 | 08/2020 |
| Jp Morgan Chase Bank, N.A. | Saint Helena | CA | 08/2020 | 11/2021 |
| Jp Morgan Securities, Llc | Saint Helena | CA | 08/2020 | 11/2021 |
| Genaro Fernandez Rental Properties | Napa | CA | 12/2020 | Present |
| Wells Fargo Clearing Services, Llc | St Helena | CA | 11/2021 | Present |
| Wells Fargo Bank, Na | St Helena | CA | 11/2021 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; NAPA,CA; 100% OWNERSHIP; START DATE 01/01/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.; NOTARY, NOT INV RELATED, NAPA, CA, NOTARY PUBLIC, START: 6/8/2023, 1 HOUR A DAY, 0 HOURS DURING TRADING.; NAPA ACE LLC DBA BASKIN-ROBBINS, INV RELATED, NAPA, CA, 100% OWNERSHIP, START:4/30/24, 8 HOURS A MONTH, 0 HOURS DURING TRADING.; RENTAL PROPERTY, INV RELATED, NAPA, CA, 100% OWNERSHIP, START: 12/1/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, RESIDENTIAL RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-06 |
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