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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dublin | CA | 09/2010 | 11/2016 |
| Wells Fargo Bank, N.A. | Dublin | CA | 03/1995 | Present |
| Wells Fargo Clearing Services, Llc | Dublin | CA | 11/2016 | Present |
| Bank Of Hawaii | Honolulu | HI | 08/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 08/2025 | Present |
| Cetera Investment Advisers Llc | Honolulu | HI | 08/2025 | Present |
RELATIONSHIP MANAGER FOR BANK OF HAWAII; OPENING CHECKING, SAVINGS AND TIME ACCOUNTS; RETITLING ACCOUNTS INTO TRUST, PROVIDING GUIDANCE ON FINANCING OF REAL ESTATE AND DEBT CONSOLIDATION; PRIMARY POINT OF CONTACT THAT INTRODUCES DIFFERENT BANKING DEPARTMENTS TO CLIENTS; ASSIST IN WIRE TRANSFERS, FOREIGN EXHCNAGE NOTES, ONLINE BANKING, AND GENERAL QUESTIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-14 |
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