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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 | 2017-05-08 |
| TX | RA | APPROVED | 2017-05-05 |
Branch Locations
1551 N Tustin Ave Ste 100, Santa Ana, CA 92705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Irvine | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 11/2016 | 05/2017 |
| Wells Fargo Advisors Financial Network, Llc | Irvine | CA | 05/2017 | Present |
TRUSTEE FOR GRANDPARENT'S TRUST; INVESTMENT RELATED; FOUNTAIN VALLEY, CA; START DATE 1/2012; 1 HR PER MONTH; 1 HR DURING TRADING. MISAJON WEALTH MANAGEMENT, INVT RELATED, LAGUNA HILLS, CA, 100% OWNERSHIP, START DATE 10/30/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. MT. DARWIN, LLC, INVT RELATED, FOUNTAIN VALLEY, CA, 100% OWNERSHIP, START DATE 10/30/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, MANAGE BNB.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-26 |
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