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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 | 2021-03-15 |
Branch Locations
202 E Matilija St, Ojai, CA 93023 • United States
1160 Marsh St, Stes 200 & 300 [Lm*/Le-Rbo], San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Ojai | CA | 10/2004 | Present |
| Wells Fargo Advisors Llc | Ojai | CA | 07/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ojai | CA | 11/2016 | Present |
RENTAL PROPERTY; INV. RELATED; SANTA PAULA, CA; OWNER; START DATE 4/2016; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, SANTA PAULA, CA, OWNER, START: 11/1/23, 0 HRS PER MONTH, HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-06 |
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