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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-20 |
| CA | RA | APPROVED | 2011-01-21 |
Branch Locations
555 California St 24Th Fl, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | Present |
FLEISCHMAN FIELD RESEARCH; NON INVESTMENT RELATED; SAN FANCISCO, CA;MARKET RESEARCH PARTICIPANT; START 1999; 1 HR PER MONTH 0 DURING TRADING CONSUMER RESEARCH FOCUS GROUP; NON INVESTMENT RELATED; SAN FANCISCO, CA;MARKET RESEARCH PARTICIPANT; START 1999; 1 HR PER MONTH 0 DURING TRADING PRESIDIO GOLF CLUB; NON INVESTMENT RELATED; SAN FRANCISCO, CA; SERVER; START 1997; 40 HRS PER WEEK 0 DURING TRADING. 1635 BUSH STREET HOA; NOT INV. RELATED; SAN FRANCISCO, CA; SECRETARY; HOA; START DATE 1/15/2024; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS ABOUT THE BUILDING.; 1635 BUSH STREET HOA, NOT INV RELATED, SAN FRANCISCO, CA, VICE PRESIDENT, START: 10/04/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING, ATTENDING MEETINGS TO DISCUSS PLANNED PROJECTS FOR THE BUILDING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-18 |
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