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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 | 2018-10-23 |
| CA | RA | APPROVED | 2018-03-16 |
Branch Locations
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
685 Coleman Ave Ste 10, San Jose, CA 95110 • United States
2061 Camden Ave, San Jose, CA 95124 • United States
100 Kings Village Rd, Scotts Valley, CA 95066 • United States
1730 Saratoga Ave, San Jose, CA 95129 • 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 Bank Na | Los Gatos | CA | 10/2006 | Present |
| Wells Fargo Advisors Llc | Los Gatos | CA | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Los Gatos | CA | 11/2016 | Present |
CASA NOSTRA LLC, NOT INV RELATED, SCOTTS VALLEY, CA, 20% OWNERSHIP, START 1/1/2024, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, SILENT PARTNER IN RESTAURANT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-16 |
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