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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 | 2021-01-06 |
| TX | RA | APPROVED_RES | 2018-07-06 |
Branch Locations
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
1700 41St Ave, Capitola, CA 95010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Capitola | CA | 10/2012 | Present |
| Wells Fargo Advisors Llc | Scotts Valley | CA | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Capitola | CA | 11/2016 | Present |
88 OVER EVERYTHING, NOT INVT RELATED, SANTA CRUZ, CA, 100% OWNERSHIP, START DATE 3/15/2021, 16 HRS PER MONTH, 0 HRS DURING TRADING, MAKE AND DISTRIBUTE MUSIC. LYFT; NOT INV. RELATED; SAN FRANCISCO,CA; DRIVER; START DATE 11/11/2021; NUMBER OF HOURS PER MONTH 32; NUMBER OF HOURS DURING TRADING 0; DRIVING CUSTOMERS TO THEIR DESTINATION. UBER; NOT INV. RELATED; SAN FRANCISCO,CA; DRIVER; START DATE 02/21/2022; NUMBER OF HOURS PER MONTH 32; NUMBER OF HOURS DURING TRADING 0; DRIVING CUSTOMERS TO THEIR DESTINATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-13 |
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