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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 | 2024-06-24 |
| CA | RA | APPROVED | 2021-04-05 |
Branch Locations
1045 W March Ln, Stockton, CA 95207 • United States
400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | River Bank | CA | 03/2016 | 11/2016 |
| Wells Fargo Bank, Na | Livermore | CA | 09/2013 | Present |
| Wells Fargo Clearing Services, Llc | Livermore | CA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; SALIDA,CA; 100% OWNERSHIP; START DATE 01/01/2021; NUMBER OF HOURS PER MONTH 8; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY, INVT RELATED, LAS VEGAS, NV, 100% OWNERSHIP WITH SPOUSE, START DATE 12/17/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY; INV RELATED; SALIDA, CA; 100% OWNERSHIP; START 01/01/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; PROPERTY MANAGEMENT. RENTAL PROPERTY; INV RELATED; MODESTO, CA; 100% OWNERSHIP; START 04/01/2024; 8 HOURS PER MONTH; 0 HOURS DURING TRADING; HOST AIRBNB PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
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