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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 | 2019-05-22 |
| TX | RA | APPROVED | 2019-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Anaheim | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Anaheim | CA | 11/2016 | 05/2019 |
| Wells Fargo Advisors Financial Network, Llc | Orange | CA | 05/2019 | Present |
MCQUILKIN WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; ORANGE,CA; 99% OWNERSHIP; START DATE 05/01/2019; NUMBER OF HOURS PER MONTH 173; NUMBER OF HOURS DURING TRADING 173; OWNER. GOMBERG-MCQUILKIN WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; ORANGE,CA; 50% OWNERSHIP; START DATE 05/01/2019; NUMBER OF HOURS PER MONTH 173; NUMBER OF HOURS DURING TRADING 173; OWNER. TRUSTEE FOR GOMBERG-MCQUILKIN WEALTH MANAGEMENT LLC 401K; INV. RELATED; ORANGE, CA; START DATE 11/2019; 0 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-08 |
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