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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| CA | RA | APPROVED | 2026-05-05 |
Branch Locations
16644 West Bernardo Drive Suite 400, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Fontana | CA | 09/2013 | 04/2021 |
| Wells Fargo Clearing Services Llc | Fontana | CA | 05/2018 | 04/2021 |
| Mufg Union Bank | Upland | CA | 04/2021 | 07/2021 |
| Unionbanc Investment Services | Upland | CA | 05/2021 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Fontana | CA | 08/2021 | 04/2026 |
| Wells Fargo Bank, Na | Fontana | CA | 08/2021 | 04/2026 |
| Morgan Stanley | San Diego | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-01 |
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