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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_RES | 2017-07-21 |
| CA | RA | APPROVED | 2016-03-25 |
Branch Locations
50 W San Fernando St Ste 1500 [Ka-Rbo], San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Gate University | San Francisco | CA | 08/1994 | Present |
| Wells Fargo Advisors, Llc | San Jose | CA | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | Present |
TTDS, LLC; INV RELATED; CAMPBELL, CA; REAL ESTATE; MANAGER; START DATE 01/25/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING SUNNERGREN FAMILY TRUST; INV RELATED;RENO,NV; SUCCESSOR TRUSTEE FOR A CLIENT'S TRUST - FOR THE ACCOUNT; SUCCESSOR TRUSTEE DESIGNATION; START DATE: 1/1/2027; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-12 |
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