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Wall Street Building 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-12 |
| CA | RA | APPROVED | 2024-10-21 |
Branch Locations
7855 Ivanhoe Ave Suite 420, La Jolla, CA 92037 • 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 | La Jolla | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | La Jolla | CA | 11/2016 | 10/2024 |
| Syrios Wealth Management Group | La Jolla | CA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-17 |
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