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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_RES | 2013-03-19 |
| CA | RA | APPROVED | 2011-07-14 |
Branch Locations
12531 High Bluff Dr Ste 400, San Diego, CA 92130 • United States
San Diego, 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 | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, SAN DIEGO, CA, 100% OWNERSHIP, START 6/17/2024, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, WORK WITH PROPERTY MANAGER. SEATGEEK, NOT INV RELATED, SAN DIEGO, CA, TICKET SELLER, START 5/17/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, SELLING OF PERSONALLY HELD SPORTING EVENT TICKETS. JUDY LEFTWICH ESTATE; INV RELATED;SAN DIEGO,CA; MANAGING PERSONAL FAMILY ESTATE; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 05/14/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; TRUSTEE FOR MOM'S TRUST; INV RELATED;SAN DIEGO,CA; TRUSTEE FOR A TRUST; TRUSTEE/CO-TRUSTEE; START DATE: 07/24/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-25 |
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