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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
Branch Locations
401 West A Street Suite 1800, San Diego, CA 92101 • 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 Advisors Llc | San Diego | CA | 10/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 08/2018 |
| Wedbush Securities Inc | San Diego | CA | 09/2018 | Present |
(1) DEL MAR COUNTRY CLUB ESTATES HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; RANCHO SANTA FE, CA; ARCHITECTURAL REVIEW COMMITTEE; START DATE: 01/2019; 3 HOURS PER MONTH / 0 DURING TRADING HOURS. (2) Coldwell Banker West - Member of Advisory Board; not investment-related; Rancho Santa Fe, CA; DBA for real estate broker (Michael E. Taylor, license #01224870); about 2 hours dedicated monthly, none of which during business hours; Start date: 07/01/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-06 |
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