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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED_RES | 2024-09-06 |
Branch Locations
400 W Ventura Blvd Ste 105, Camarillo, CA 93010 • United States
Thousand Oaks, 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 | Studio City | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Studio City | CA | 11/2016 | 09/2024 |
| Wells Fargo Advisors Financial Network, Llc | Camarillo | CA | 09/2024 | Present |
LINDBERG PRIVATE WEALTH MANAGEMENT LLC, INV RELATED, CAMARILLO, CA, 100% OWNERSHIP, START 10/9/24, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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