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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 | 2025-07-29 |
Branch Locations
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | San Jose | CA | 11/2005 | 08/2017 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 08/2017 |
| E*Trade Securities Llc | Cupertino | CA | 08/2017 | 01/2023 |
| E*Trade Capital Management Llc | Cupertino | CA | 08/2017 | 01/2023 |
| Morgan Stanley | Cupertino | CA | 03/2023 | 12/2023 |
| Morgan Stanley | Cupertino | CA | 09/2023 | 12/2023 |
| Fidelity Investments | Campbell | CA | 02/2024 | 07/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2025 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-18 |
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