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535 Mission Street Suite 2310, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-20 |
| CA | RA | APPROVED | 2024-11-18 |
Branch Locations
535 Mission Street Suite 2310, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Francisco | CA | 10/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 11/2024 |
| Moment Partners, Llc | San Francisco | CA | 11/2024 | Present |
HORIZONS FOUNDATION, INV RELATED; SAN FRANCISCO, CA, FINANCE COMMITTEE MEMBER, START 8/2/2018, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING BUDGET FOR ANALYSIS ADVICE AND OVERSIGHT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-02 |
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