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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 | 2015-01-10 |
| CA | RA | APPROVED | 2009-01-16 |
Branch Locations
12531 High Bluff Dr Ste 400, 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 | Rancho Santa Fe | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Rancho Santa Fe | CA | 11/2016 | Present |
GILBERT FAMILY PARTNERSHIP, INVESTMENT RELATED, 50% OWNERSHIP WITH BROTHER, PERSONAL INVESTMENTS, ALEXANDRIA VA, 5 HOURS PER MONTH, 0 DURING MARKET LOAN; INVESTMENT RELATED; CHANDLER,AZ; START DATE 05/22/2016; NUMBER OF HOURS PER MONTH ZERO; NUMBER OF HOURS DURING TRADING ZERO. LOAN; INVESTMENT RELATED; CHANDLER,AZ; START DATE 10/01/2017; NUMBER OF HOURS PER MONTH ZERO; NUMBER OF HOURS DURING TRADING ZERO.; LOAN, INV RELATED, SAN DIEGO, CA, START: 4/9/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-30 |
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