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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 | 2019-01-09 |
| CA | RA | APPROVED | 2003-07-01 |
Branch Locations
13520 Evening Creek Dr N Ste 500, San Diego, CA 92128 • United States
Poway, 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 | San Diego | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; SPRING VALLEY, CA; < 1 HR PER MONTH 0 DURING TRADING; 50% OWNERSHIP; RENTAL PROPERTY; INV-RELATED; BIG BEAR LAKE; 100% OWNERSHIP WITH SPOUSE; START: 12/01/2014; HOURS: 1 PER MONTH - 0 DURING TRADING; DUTIES: LANDLORD; SKI RESORT RENTAL. RENTAL PROPERTY; INV RELATED; SPRING VALLEY, CA; 100% OWNERSHIP WITH SPOUSE; START DATE 7/1/2024; 2 HOURS PER MONTH; 0 DURING TRADING; OWNER. RENTAL PROPERTY - FARMHOUSE IN THE PINES; INV RELATED; BIG BEAR LAKE,CA; RENTAL;100% OWNERSHIP; START DATE: 02/15/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-25 |
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