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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-01-31 |
| TX | RA | APPROVED_RES | 2016-11-18 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
12531 High Bluff Dr Ste 400 [Xu-Rbo], San Diego, CA 92130 • United States
3820 Valley Centre Dr, San Diego, CA 92130 • United States
San Diego, CA • 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 |
CARLISLE SPECIALTY HOME PRODUCTS; NOT INVESTMENT RELATED; REFABRICATED CABINET SALES; 100% OWNERSHIP WITH SPOUSE; START DATE 7/24/2013; 16 HOURS PER MONTH; 0 DURING TRADING; DUTIES ARE BALANCE BOOKS, DECORATE, BANKING. RENTAL PROPERTY, INVT RELATED, JOSHUA, TX, 100% OWNERSHIP, START DATE 3/1/2020, 1 HR PER MONTH, 0 HR PER MONTH, DEPOSIT RENT CHECKS AND FILE TAXES. RENTAL PROPERTY, INVT RELATED, PARKET, AZ, 100% OWNERSHIP, START DATE 7/1/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, WORK WITH PROPERTY MANAGER AND TAX ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-08 |
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