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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • United States
638 Camino De Los Mares Ste 100H, San Clemente, CA 92673 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | San Clemente | CA | 07/2003 | Present |
| Wells Fargo Advisors Llc | San Clemente | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Clemente | CA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; MURRIETA, CA; 100% OWNERSHIP WITH SPOUSE; START: 05/03/2010; HOURS: 1 HOUR PER MONTH, ZERO DURING TRADING; DUTIES: LANDLORD RENTAL PROPERTY; INV RELATED; MURRIETA, CA; 100% OWNERSHIP WITH SPOUSE; START: 05/24/2010; HOURS: 1 HOUR PER MONTH, ZERO DURING TRADING; DUTIES: LANDLORD RENTAL PROPERTY; INV RELATED; HENDERSON, CA; 100% OWNERSHIP WITH SPOUSE; START: 05/09/2014; HOURS: 1 HOUR PER MONTH, ZERO DURING TRADING; DUTIES: LANDLORD RENTAL PROPERTY, INV RELATED, SAN CLEMENTE, CA, 100% OWNERSHIP, START 4/30/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, SHORT TERM RENTAL OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-13 |
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