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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 | 2008-06-13 |
Branch Locations
186 Placerville Dr, Placerville, CA 95667 • United States
400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • 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 | Placerville | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Placerville | CA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, ROSEVILLE, CA, 50% OWNERSHIP, START 1/2004 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. RENTAL PROPERTY, INV RELATED, SACRAMENTO, CA, 50% OWNERSHIP, START 12/1999, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. EL DORADO HILLS LACROSSE, INV RELATED, EL DORADO HILLS, CA, TREASURER, START 11/1/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, INPUTTING EXPENSES AND REGISTRATION FEES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-13 |
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