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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 | 2015-04-02 |
| CA | RA | APPROVED | 2015-03-24 |
Branch Locations
770 Tamalpais Dr Ste 400, Corte Madera, CA 94925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Rafael | CA | 06/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Rafael | CA | 11/2016 | Present |
POWER OF ATTORNEY FOR FRIEND, INV RELATED, SAN RAFAEL, CA, START: 7/24/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR FRIEND'S TRUST (2 TRUSTS), INV RELATED, SAN RAFAEL, CA, START: 8/7/2024, 5 HOURS A MONTH, 0 HOURS DURING TRADING. TRUSTEE FOR BROTHER; INV RELATED;SAN RAFAEL,CA; TRUSTEE/CO-TRUSTEE; START DATE: 02/23/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-24 |
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