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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 | 2024-11-27 |
| CA | RA | APPROVED | 2011-01-03 |
Branch Locations
2925 Woodside Rd, Woodside, CA 94062 • United States
400 Hamilton Ave, Palo Alto, CA 94301 • United States
301 University Ave [Vd-Rbo], Palo Alto, CA 94301 • United States
Redwood City, 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 Mateo | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Mateo | CA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; SACRAMENTO, CA; TOWNHOME; OWNER; START DATE START DATE 1/2009; 1 HR PER MONTH; 0 HRS DURING TRADING.; CO-TRUSTEE FOR STEP-MOTHER, INV RELATED, SACRAMENTO, CA, START: 9/24/2022, 4 HOURS A MONTH, 0 HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, TRUCKEE, CA, 100% OWNERSHIP, START DATE: 12/15/23, 2 HRS PER MONTH, 0 HRS DURING TRADINGL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-06 |
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