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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 | 2023-05-29 |
| CA | RA | APPROVED | 2021-02-04 |
Branch Locations
520 Newport Center Dr Ste 1700, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | La Canada | CA | 10/2015 | 11/2016 |
| Wells Fargo Bank | La Canada | CA | 02/2014 | Present |
| Wells Fargo Clearing Services, Llc | La Canada | CA | 11/2016 | Present |
NBC-THE FLIPSIDE; NOT INV RELATED; STUDIO CITY, CA; CONTESTANT; START 07/24/2024; 8 HOURS PER MONTH; 0 HOURS DURING TRADING; CONTESTANT.| INVESTMENT PROPERTY; INV RELATED; CALIFORNIA; 30% OWNERSHIP; START DATE 06/02/2025; 24 HOURS PER MONTH; 0 HOURS DURING TRADING RENTAL PROPERTY - 455; INV RELATED;LONG BEACH,CA; RENTAL;30% OWNERSHIP; START DATE: 03/11/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; CANYON OAK PROPERTIES, LLC; INV RELATED;CHEYENNE,WY; LLC;30% OWNERSHIP; START DATE: 05/29/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-03 |
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