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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_RES | 2026-08-17 |
| CA | RA | APPROVED | 2020-12-04 |
Branch Locations
400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • United States
25015 Blue Ravine Rd, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Folsom | CA | 03/2011 | Present |
| Wells Fargo Advisors Llc | Folsom | CA | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Folsom | CA | 11/2016 | Present |
BUCKEYE SCHOOL DISTRICT ; NOT INV RELATED; EL DORADO HILLS,CA; COACHING;ASSISTANT BASKETBALL COACH ; START DATE: 12/15/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-12 |
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