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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 | 2014-11-13 |
Branch Locations
301 University Ave 2Nd Fl, Palo Alto, CA 94301 • United States
Belmont, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Palo Alto | CA | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | Present |
CHILDREN BOOK, PLASTIC ISLAND, NOT INV RELATED, MORGAN HILL, CA, START: 10/2014, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: WRITER OF CHILDREN'S BOOKS. DE ANZA COLLEGE, INVT RELATED, CUPERTINO, CA, INSTRUCTOR, START DATE 1/1/2020, 10 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING FINANCIAL STRATEGIES FOR A SUCCESSFUL RETIREMENT. CANADA COLLEGE, INVT RELATED, REDWOOD CITY, CA, INSTRUCTOR, START DATE 1/1/2020, 10 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING FINANCIAL STRATEGIES FOR A SUCCESSFUL RETIREMENT. COLLEGE OF SAN MATEO, INVT RELATED, SAN MATEO, CA, INSTRUCTOR, START DATE 1/1/2020, 10 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING FINANCIAL STRATEGIES FOR A SUCCESSFUL RETIREMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-03 |
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