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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 | 2025-01-17 |
Branch Locations
1203 4Th St, San Rafael, CA 94901 • United States
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
2 disclosure categories 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 Bank, N.A. | Redwood City | CA | 07/2007 | 04/2023 |
| Wells Fargo Advisors Llc | Santa Clara | CA | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Clara | CA | 11/2016 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 01/2024 | 01/2025 |
| Unemployed | Brisbane | CA | 04/2023 | 01/2024 |
| Bank Of America N.A. | San Francisco | CA | 03/2024 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-10 |
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