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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 | 2015-01-10 |
| CA | RA | APPROVED | 2009-01-16 |
Branch Locations
12531 High Bluff Dr Ste 400, San Diego, CA 92130 • United States
San Diego, 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 | Rancho Santa Fe | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rancho Santa Fe | CA | 11/2016 | Present |
TRUSTEE FOR FATHER'S TRUST; INVESTMENT RELATED; SAN DIEGO, CA; START DATE: 2/2009; 1 HR PER MONTH; 1 HR DURING TRADING. RENTAL PROPERTY; INV-RELATED; SAN DIEGO, CA; 33.4% OWNERSHIP; START: 01/10/2014; HOURS: 0 PER MONTH - 0 DURING TRADING; DUTIES: LANDLORD. TADDER ASSOCIATES; INV. RELATED; SAN DIEGO, CA; SECRETARY; FATHER'S PHOTOGRAPHY BUSINESS; START DATE 1990; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: NONE. FISH ON, LLC; NOT INVESTMENT RELATED; SAN DIEGO,CA; 50% OWNERSHIP; START DATE 10/13/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; BOAT OWNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-23 |
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