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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 | 2023-04-03 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
100 Main St, Los Altos, CA 94022 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Redwood City | CA | 06/2008 | 03/2017 |
| Wells Fargo Advisors Llc | Redwood City | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Redwood City | CA | 01/2011 | 03/2017 |
| Jpmorgan Securities Llc | Palo Alto | CA | 03/2017 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 03/2023 | Present |
RENTAL PROPERTY; INV. RELATED; MENLO PARK, CA; OWNER; START DATE 5/2008; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: COLLECT RENT AND MANAGE REPAIRS AS NEEDED. 1204 EGBERT LLC, INV RELATED, SAN FRANCISCO, CA, 33.33% OWNERSHIP, START 4/22/24, 0 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY HOLDER; | RENTAL PROPERTY; INV RELATED; REDWOOD CITY, CA; 100% OWNERSHIP; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; SINGLE FAMILY RENTAL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-16 |
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