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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-28 |
| CA | RA | APPROVED | 2019-04-17 |
Branch Locations
31 W. Stuart Avenue Suite 200, Redlands, CA 92374 • United States
2 disclosure categories 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 | Riverside | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Riverside | CA | 11/2016 | 04/2019 |
| Stifel Nicolaus & Co Inc | Redlands | CA | 04/2019 | Present |
1. RENTAL PROPERTY; 9 Wightman Ct DANA POINT, CA; OWNER;Property owner, basic maint. cleaning; START 11/13/2015; 5 HOUR PER MONTH, Not during securities trading hours; Investment related. 2. RENTAL PROPERTY; 54 Corniche Unit H Dana Point CA 92629;Property Owner;Basic Maint. Cleaning, Painting;07/27/2018;4.00 Hour(s) Per Year;not during securities trading hours; investment related. 3. Wakedancer LLC; 38 E Washington Ste C Kalispell, MT 59901; To register my motorhome in the state of Montana; President; Collect Mail and pay registration fees to Montana DMV; 06/16/2022; 2 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 4. Rotary International; 131 Cajon Street Redlands CA; Community Service; Assistant District Governor; Help clubs with promotion and community service.; 01/21/2025; 1.00 hr/week; during securities trading hours; not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-26 |
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