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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 | 2024-12-04 |
| FL | RA | APPROVED | 2021-01-20 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
420 Montgomery St 7Th Fl [Nf*/Ng-Rbo], San Francisco, CA 94104 • United States
Stuart, FL • United States
Olympic Valley, CA • United States
Tiburon, CA • United States
2033 N Main St Ste 800, Walnut Creek, CA 94596 • United States
Stuart, FL • United States
Lafayette, CA • United States
789 Sw Federal Hwy Ste 304, Stuart, FL 34994 • 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-25 |
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