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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 | 2011-01-03 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
32222 Camino Capistrano, San Juan Capistrano, CA 92675 • United States
5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Laguna Niguel | CA | 11/2007 | Present |
| Wells Fargo Advisors Llc | Laguna Niguel | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Laguna Niguel | CA | 11/2016 | Present |
RENTAL PROPERTY; INV. RELATED; SAN JUAN CAPISTRANO,CA; 100% OWNERSHIP WITH SPOUSE; START DATE 11/01/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; SAN JUAN CAPISTRANO,CA; 100% OWNERSHIP; START DATE 9/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; OWNER. | CAPISTRANO SPRINGERS; NOT INV RELATED; SAN JUAN CAPISTRANO, CA; 50% OWNERSHIP; 04/2025; 5 HOURS PER MONTH; 0 DURING TRADING; DO BREEDING RENTAL PROPERTY - 25789; INV RELATED;MISSION VIEJO,CA; CONDO;33% OWNERSHIP; START DATE: 01/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-20 |
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