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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-08 |
| TX | RA | APPROVED | 2025-08-07 |
Branch Locations
1001 N Demaree St Ste 5 [Satellite], Visalia, CA 93291 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Visalia | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Visalia | CA | 11/2016 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Fresno | CA | 08/2025 | Present |
RENTAL PROPERTY, INV RELATED, VISALIA, CA, 100% OWNERSHIP WITH SPOUSE, START 6/1/2017, ZERO HOURS PER MONTH, LANDLORD.| JK CROOKSTON INVESTMENTS, LLC, INVT RELATED, VISALIA, CA, 100% OWNERSHIP, START DATE 8/12/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, LLC TO HOUSE RENTAL PROPERTIES, OWNER.| TRI-PLEX RENTAL PROPERTIES, INVT RELATED, VISALIA, CA, 100% OWNERSHIP, START DATE 8/12/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES.| RENTAL PROPERTY, INVT RELATED, GROVER BEACH, CA, 100% OWNERSHIP, START DATE 3/31/2024, 0 HRS PER MONTH AND DURING TRADING, LANDLORD.| TSG WEALTH MANAGEMENT; INV RELATED; VISALIA, CA; FINANCIAL ADVISOR; START DATE 08/07/2025; 120 PER MONTH; 120 HOURS DURING TRADING; FINET INDEPENDENT FA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-17 |
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