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735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-05-10 |
Branch Locations
735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401 • 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 | San Luis Obispo | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Luis Obispo | CA | 11/2016 | 07/2020 |
| San Luis Wealth Advisors | San Luis Obispo | CA | 07/2020 | Present |
AVILA VILLA VENTURES LLC, NOT INV RELATED, AVILA BEACH, CA, 100% OWNER WITH SPOUSE, START: 1/2013, 0 HOURS, NO DUTIES.- TRUSTEE FOR AUNT, INV RELATED, SAN LUIS OBISPO, CA, START: 1/2008, 1 HOUR PER MONTH/0 DURING TRADING. LEFT LANE SPORTS; NOT INVESTMENT RELATED; SAN LUIS OBISPO, CA; ONLINE RETAILER OF ACTIVEWEAR AND GOODS; 4% OWNERSHIP; START DATE = 10/15/2011; ONE HOUR DEVOTED PER MONTOH OUTSIDE OF TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-25 |
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