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9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-21 |
| CA | RA | APPROVED | 2021-06-01 |
Branch Locations
9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212 • 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 | Beverly Hills | CA | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 11/2016 | 05/2021 |
| Aire Advisors, Llc | Beverly Hills | CA | 05/2021 | Present |
RENTAL PROPERTY; INV-RELATED; LA QUINTA, CA; 100% OWNERSHIP WITH SPOUSE; START: 01/08/2012; HOURS: 1 HOUR PER MONTH - 0 DURING TRADING; DUTIES: LANDLORD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-17 |
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