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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-05-03 |
| TX | RA | APPROVED | 2022-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | San Diego | CA | 02/2013 | 03/2022 |
| Wells Fargo Bank, Na | San Diego | CA | 02/2013 | 03/2022 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 09/2015 | 03/2022 |
| J.P. Morgan Securities Llc | Mesa | AZ | 04/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Mesa | AZ | 04/2022 | Present |
Entity Name: Rental Properties Investment related: No "Address: 9837 Mission Gorge Rd Unit 1, Santee, CA 92071 & 16015 Oakley Rd, Ramona, CA, 92065" Nature of the other business: rental property Position/Title/Relationship: Owner/Partner Start Date: 03/22/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: 2 rental properties that my wife and I own and rent out.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-18 |
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