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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 | 2013-01-18 |
| CA | RA | APPROVED | 2011-09-22 |
| NC | RA | APPROVED | 2010-07-26 |
Branch Locations
4655 Executive Dr 10Th Fl [Vj-Rbo], San Diego, CA 92121 • United States
600 W Broadway Ste 1450 One America Plaza, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 03/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | Present |
CO-TRUSTEE FOR FRIEND; INV RELATED; SAN DIEGO, CA; CO-TRUSTEE; 7/2021; 10 HOURS PER MONTH; 0 DURING TRADING; ACTING CO-TRUSTEE FOR FAMILY FRIEND POWER OF ATTORNEY FOR MOTHER, INV RELATED, MOORESVILLE, NC, START: 9/29/2022, 5 HRS/MONTH, 1 HR DURING TRADING.; CO-TRUSTEE FOR MOTHER, INV RELATED, MOORESVILLE, NC, START: 9/29/2022, 4 HRS/MONTH, 1 HR DURING TRADING. | MACE AND RILEY SHERLOCK IRREVOCABLE TRUST; INVE RELATED; SAN DIEGO, CA; SUCCESSOR TRUSTEE; 04/22/2026; 25 HRS PER MONTH; 0 DURING TRADING; SERVE AS TRUSTEE FOR TRUST SHERLOCK FAMILY TRUST; INV RELATED;PASO ROBLES,CA; EXECUTOR AND SUCCESSOR TRUSTEE; TRUSTEE/CO-TRUSTEE; START DATE: 04/15/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-24 |
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