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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 | 2014-09-29 |
Branch Locations
4141 Inland Empire Blvd 3Rd Fl Ste 345, Ontario, CA 91764 • United States
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
Cherry Valley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Ontario | CA | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ontario | CA | 11/2016 | Present |
CRAFTON HILLS COLLEGE FOUNDATION, INV RELATED, YUCAIPA, CA, FINANCE COMMITTEE MEMBER, START 7/1/2024, 3 HOURS PER MONTH, 2 HOURS DURING TRADING, DEVELOPING INVESTMENT POLICIES, REVIEWING PERFORMANCE, ADHERENCE TO POLICIES, AND REPORTING TO THE BOARD. | THE SOLIS FAMILY LIVING TRUST;INV RELATED; BEAUMONT,CA; POA FOR PARENTS TRUST ;POA; START DATE: 07/30/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; CRAFTON HILLS COLLEGE FOUNDATION; INV RELATED;YUCAIPA,CA; FINANCE COMMITTEE MEMBER; FINANCE COMMITTEE MEMBER; START DATE: 07/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-10-10 |
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