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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 | 2023-06-21 |
Branch Locations
350 W Colorado Blvd Ste 390 [Ll-Rbo], Pasadena, CA 91105 • United States
350 W Colorado Blvd 1St Fl, Pasadena, CA 91105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Los Angeles | CA | 05/2015 | 07/2018 |
| Wells Fargo Bank, Na | Los Angeles | CA | 08/2013 | 07/2018 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2016 | 07/2018 |
| Citigroup | Los Angeles | CA | 07/2018 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 10/2021 | 06/2023 |
| Bank Of America, N.A. | Pasadena | CA | 11/2021 | 06/2023 |
| Wells Fargo Clearing Services, Llc | Encino | CA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-22 |
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