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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 | 2023-11-13 |
| TX | RA | APPROVED | 2023-11-13 |
Branch Locations
4900 Hopyard Road Suite 210 [Satellite], Pleasanton, CA 94588 • United States
1091 Lincoln Ave, San Jose, CA 95125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Pleasanton | CA | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pleasanton | CA | 11/2016 | 11/2023 |
| Wells Fargo Advisors Financial Network, Llc | Pleasanton | CA | 11/2023 | Present |
RENTAL PROPERTY, INV RELATED, SAN RAMON, CA, 100% OWNERSHIP, START 9/2014;,1 HR/MO, 0 DURING TRADING. FREDDIE MAC INVESTMENTS LLC; INV RELATED; DUBLIN, CA; 100% OWNERSHIP; ESTABLISHED LLC FOR FINET; START DATE 11/13/2023; 160 HOURS PER MONTH; 8 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-01 |
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