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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 | 2025-01-09 |
| CA | RA | APPROVED | 2008-05-09 |
Branch Locations
4364 Town Center Blvd Ste 220, El Dorado Hills, CA 95762 • United States
Gold River, 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 | Folsom | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Folsom | CA | 11/2016 | Present |
DOTERRA; NOT INVESTMENT RELATED; PLEASANT GROVE, UT; WELLNESS CONSULTANT; START DATE 9/11/17; 10 HOURS PER MONTH / 0 DURING TRADING.| POWER OF ATTORNEY FOR PARENT;NOT INV RELATED; EL DORADO HILLS,CA; POWER OF ATTORNEY; START DATE: 08/11/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-31 |
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