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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 | 2022-12-16 |
| TX | RA | APPROVED | 2022-12-16 |
| WA | RA | APPROVED | 2022-12-16 |
Branch Locations
100 Pringle Ave Suite 550, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Walnut Creek | CA | 07/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 12/2022 |
| Wells Fargo Advisors Financial Network, Llc | Walnut Creek | CA | 12/2022 | Present |
CSB PARTNERS LP, INV RELATED, ALAMO, CA, 20% OWNERSHIP, START 1/1/2013, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, REAL ESTATE INVESTMENTS. TRUSTEE FOR FATHER'S TRUST, INV RELATED, ALAMO, CA, START 1/7/2021, 0 HRS/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR GRANDFATHER'S TRUST, INV RELATED, WALNUT CREEK, CA, START 6/1/2011, 0 HRS/MONTH, 0 HRS DURING TRADING. BPGE CAPITAL MANAGEMENT LLC, INV RELATED, WALNUT CREEK, CA, 20% OWNERSHIP, START 4/22/2022, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-01 |
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