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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED | 2025-06-03 |
| CA | RA | APPROVED | 2014-05-08 |
Branch Locations
3660 State St [Lh-Rbo], Santa Barbara, CA 93105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Santa Barbara | CA | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Barbara | CA | 11/2016 | Present |
CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, GOLETA, CA, START: 8/4/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, GOLETA, CA, START: 8/24/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-05 |
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