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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 | 2016-09-30 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
1302 Garnet Ave, San Diego, CA 92109 • United States
3299 El Cajon Blvd, San Diego, CA 92104 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
5522 Balboa Ave, San Diego, CA 92111 • 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 | San Diego | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; WAIKIKI, HI; 100% OWNERSHIP; START 2006; 0 HOURS PER MONTH; NO DUTIES. RENTAL PROPERTY; INV RELATED; OCEANSIDE, CA; 100% OWNERSHIP; START 2008; 0 HOURS PER MONTH; NO DUTIES. RENTAL PROPERTY; INV RELATED; SAN DIEGO, CA; 100% OWNERSHIP; START 10/11/2017; 0 HOURS PER MONTH; LANDLORD. RENTAL PROPERTY; INV RELATED, TUCSON, AZ, 100% OWNERSHIP, START 8/9/24, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD; | TRUSTEE/EXECUTOR FOR FRIEND'S ESTATE; INV RELATED; SAN DIEGO, CA; TRUSTEE/EXECUTOR; 06/2025; 1 HOUR PER MONTH; 0 DURING TRADING; SETTLE ESTATE FOR FRIEND
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-03 |
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