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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 | 2021-01-08 |
| CA | RA | APPROVED | 2012-05-23 |
Branch Locations
400 E Main St Ste 100 1St Fl, Visalia, CA 93291 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Visalia | CA | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Visalia | CA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; VISALIA, CA; 100% OWNERSHIP WITH SPOUSE; START DATE 4/2013; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; DUTIES INCLUDE MAINTENANCE, COLLECTING RENT.; VISALIA OPEN HOUSE FELLOWSHIP; NOT INV. RELATED; VISALIA, CA; TREASURER; START DATE 1/1/2024; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND BOARD MEETINGS TO DISCUSS CHURCH ACTIVITIES AND PLANS, PAY BILLS FOR CHURCH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-01 |
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