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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-08
  • CA RA
    APPROVED
    Since 2024-02-08

Branch Locations

6781 N Palm Ave Ste 201 [Nt/Nv-Rbo], Fresno, CA 93704 • United States

1160 Forest Ave, Pacific Grove, CA 93950 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities, Llc Carmel CA 12/2019 02/2024
Chase Monterey CA 07/2017 11/2019
Wells Fargo San Rafael CA 07/2012 07/2017
Jp Morgan Chase Bank, N.A. Carmel CA 12/2019 02/2024
Wells Fargo Clearing Services, Llc San Jose CA 02/2024 Present
Previous Registrations
Other Businesses

RENTAL PROPERTY, INV RELATED, MILL VALLEY, CA, 100% OWNERSHIP WITH SPOUSE, START: 7/01/2005, 4 HOURS A MONTH, 0 HOURS DURING TRADING, RESIDENTIAL.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-20
  • S66 Uniform Combined State Law Examination
    2020-02-20
Designations
Other Names
  • Jane Teel Kohlbrenner

View on SEC IAPD

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