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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 | 2013-08-01 |
| CA | RA | APPROVED | 2012-04-20 |
Branch Locations
770 Tamalpais Dr Ste 220 [Nn-Rbo], Corte Madera, CA 94925 • 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 Bank | Tiburon | CA | 03/2012 | Present |
| Wells Fargo Advisors Llc | Bevedere | CA | 04/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bevedere | CA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; SAN FRANCISCO, CA; 8.3% OWNERSHIP; START 7/2011; 10 HRS PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; IN RELATED; SAN FRANCISCO, CA; 50% OWNERSHIP; START 9/2013; 10 HRS PER MONTH; 0 HRS DURING TRADING. STEVEN CHING SERVICES; INV RELATED; SAN FRANCISCO, CA; 100% OWNERSHIP; BUILDING MGMT; START 5/1/2010; 10 HRS/MO; 0 DURING TRADING.; TRUSTEE FOR AUNT'S TRUST, INV RELATED, SAN FRANCISCO, CA, START 5/6/2019, 10 HRS/MONTH, 0 HRS DURING TRADING. CHING 3X, LLC; NOT INV. RELATED; SACRAMENTO,CA; 31.7% OWNERSHIP; START 10/23/2021; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE. RENTAL PROPERTY, INV RELATED, SACRAMENTO, CA, 31.7% OWNERSHIP, START 1/11/2022, 8 HOURS PER MONTH, ZERO HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-04 |
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