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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED | 2025-12-05 |
Branch Locations
844 Richland Road Suite A, Yuba City, CA 95991-6276 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Yuba City | CA | 10/2002 | 08/2019 |
| Wells Fargo Advisors, Llc | Yuba City | CA | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Yuba City | CA | 11/2016 | 08/2019 |
| Edward Jones | St.LOuis | MO | 08/2019 | 12/2025 |
| Ameriprise Financial Services, Llc | Yuba City | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-11 |
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