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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 | 2019-07-03 |
| CA | RA | APPROVED | 2019-05-24 |
Branch Locations
400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • United States
3440 Palmer Dr Ste 8A, Cameron Park, CA 95682 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Cameron Park | CA | 11/2010 | Present |
| Wells Fargo Advisors Llc | Cameron Park | CA | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cameron Park | CA | 11/2016 | Present |
THE DORCEY L FITZPATRICK & JOHN FITZPATRICK TRUST; INV RELATED; CAMERON PARK,CA; CO-MANAGE TRUST; TRUSTEE/CO-TRUSTEE; START DATE: 11/30/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-27 |
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