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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_RES | 2016-11-16 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
15760 Ventura Blvd Ste 1250 [Sk-Rbo], Encino, CA 91436 • United States
Sherman Oaks, CA • 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 Advisors Llc | Encino | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Encino | CA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, LAKE ARROWHEAD, CA, 100% OWNERSHIP BY THE JENNIFER L GARCIA TRUST, START 3/15/2023, 4 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY. JLG INVESTMENT PROPERTIES LLC, INV RELATED, VALENCIA, CA, 100% OWNERSHIP, START 3/20/2023, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY; INV RELATED; VALENCIA, CA; 100% OWNERSHIP; START DATE 2/1/2024; 1 HOUR PER MONTH; 0 DURING TRADING; MANAGE RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, LAKE ARROWHEAD, CA, 40% OWNERSHIP, START DATE 10/15/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER OF RENTAL PROPERTY. HOUSE FLIPPING - THE COTTAGE; INV RELATED; LAKE ARROWHEAD,CA;10% OWNERSHIP; START DATE: 12/22/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-15 |
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