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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 | 2024-06-14 |
| CA | RA | APPROVED | 2014-11-13 |
Branch Locations
Moss Beach, CA • United States
550 S Winchester Blvd Ste 601, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Palo Alto | CA | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 11/2016 | Present |
DE ANZA COLLEGE COMMUNITY EDUCATION; INV RELATED; CUPERTINO, CA; TEACHING; COURSE TITLE: FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT; START 10/2016; 16 HRS PER MONTH; 10 HRS DURING TRADING; DUTIES EDUCATE STUDENTS. RENTAL PROPERTY, INV RELATED, MONTARA, CA, 100% OWNERSHIP WITH SPOUSE, START 4/1/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY OWNER. GREEN ACRES HORSE BOARDING, NOT INV RELATED, MONTARA, CA, 100% OWNERSHIP WITH SPOUSE, START 3/30/2009, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HORSE BOARDING/BREEDING AND WEDDING VENUE OPERATED BY SPOUSE AND DAUGHTER. SAN MATEO COMMUNITY COLLEGE; INV RELATED; SAN MATEO, CA; FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT -TO EDUCATE THE COMMUNITY; INSTRUCTOR; START DATE: 01/01/2026; 24 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-01 |
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