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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 | 2025-03-26 |
| CA | RA | APPROVED | 2025-02-18 |
Branch Locations
7014 N Cedar Ave, Fresno, CA 93720 • United States
6781 N Palm Ave Ste 201 [Nt/Nv-Rbo], Fresno, CA 93704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Clovis | CA | 06/2008 | 11/2016 |
| Wells Fargo Advisors Llc | Clovis | CA | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Clovis | CA | 11/2016 | Present |
| Unemployed | Fresno | CA | 08/2024 | 01/2025 |
CSU MONEY MANAGEMENT CENTER, INVT RELATED, FRESNO, CA, ADVISORY BOARD MEMBER, START 1/29/2021, 2 HRS PER MONTH, 1 HR DURING TRADING, ATTENDING MEETINGS TO REACH MORE STUDENTS IN FINANCIAL LITERACY PRESENTATIONS. REVIEWING BUDGETS, BEST PRACTICES AND ACTIVITIES AND EVENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-17 |
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