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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 | 2017-06-06 |
| CA | RA | APPROVED | 2017-04-13 |
Branch Locations
27201 Puerta Real Ste 220, Mission Viejo, CA 92691 • United States
5 Park Plaza 19Th Fl [Xl-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. | Foothill Ranch | CA | 11/2009 | Present |
| Wells Fargo Advisors Llc | Foothill Ranch | CA | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Foothill Ranch | CA | 11/2016 | Present |
PALOMA MODEL AND TALENT, NOT INVT RELATED, MANHATTAN BEACH, CA, MODEL, START DATE 8/18/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, ACCOMPANY CHILD FOR MODELING AND PHOTOSHOOTS.| RENTAL PROPERTY; INV RELATED; LADERA RANCH, CA; RENTAL ;100% OWNERSHIP; START DATE: 10/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-27 |
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