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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 | 2023-06-05 |
| TX | RA | APPROVED | 2023-06-02 |
Branch Locations
601 California Suite 1168 [Satellite], San Francisco, CA 94108 • United States
San Francisco, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | San Francisco | CA | 06/2023 | Present |
1837 PINE STREET HOMEOWNER ASSOCIATION; NOT INVESTMENT RELATED; CO-OWNER & PRESIDENT; START DATE 6/2002; 1 HR MONTH; 0 HRS DURING BUSINESS; DUTIES - PAY BILLS. STATE OF CA REAL ESTATE LICENSE, NOT INV RELATED, SAN FRANCISCO, CA, START: 7/2014, 0 HOURS, NO DUTIES. RENTAL PROPERTY; INV. RELATED; SAN FRANCISCO, CA; 100% OWNERSHIP; START DATE 4/1/2010; 0 HRS PER MONTH; 0 HRS DURING TRADING, OWNER. BARNBLATT ADVISORY, LLC, INVT RELATED, SAN FRANCISCO, CA, 100% OWNERSHIP, START DATE 4/13/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.; CALIFORNIA REAL ESTATE LICENSE, NOT INVT RELATED, SAN FRANCISCO, CA, REAL ESTATE LICENSE, START DATE 7/28/2014, 0 HRS PER MONTH AND DURING TRADING, INACTIVE LICENSE.; TRUSTEE FOR FATHER'S TRUST, INV RELATED, SAN FRANCISCO, CA, START: 6/27/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.; BARNBLATT ADVISORY LLC; INV RELATED; SAN FRANCISCO; CA; START 06/02/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING. FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-10 |
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