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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 | 2024-06-10 |
| CA | RA | APPROVED | 2024-06-07 |
Branch Locations
500 Ygnacio Valley Rd 430 [Satellite], Walnut Creek, CA 94596 • United States
San Rafael, CA • United States
595 Humboldt St Ste 200, Reno, NV 89509 • 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 | Walnut Creek | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 06/2024 |
| Wells Fargo Advisors Financial Network, Llc | San Francisco | CA | 06/2024 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; ROUND ROCK, TX; OWNER; START DATE 6/2006; LESS THAN 1 HOUR PER MONTH; 0 HRS DURING TRADING. MJP WEALTH MANAGEMENT LLC; INV RELATED; SAN FRANCISCO, CA; 100% OWNERSHIP; START 06/10/2024; 160 HOURS PER MONTH; 40 HOURS DURING TRADING; FINET TRANSITION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-29 |
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