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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 | 2021-01-07 |
Branch Locations
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 | Santa Barbara | CA | 10/2010 | Present |
| Wells Fargo Advisors Llc | Santa Barbara | CA | 02/2014 | 11/2016 |
| Oceana Hotel Santa Barbara | Santa Barbara | CA | 11/2013 | Present |
| Wells Fargo Clearing Services, Llc | Santa Barbara | CA | 11/2016 | Present |
POWER OF ATTORNEY FOR FATHER, INV RELATED, LOS ANGELES, CA, START: 9/11/2023, 3 HOURS A MONTH, 0 HOURS DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, LOS ANGELES, CA, START: 9/11/2023, 3 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-15 |
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