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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 | 2024-12-06 |
| TX | RA | APPROVED | 2024-12-06 |
Branch Locations
25220 Hancock Ave Suite 220, Murrieta, CA 92562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | San Bernardino | CA | 07/2007 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Bernardino | CA | 07/2007 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Temecula | CA | 10/2017 | 12/2024 |
| Wells Fargo Advisors Financial Network, Llc | Murrieta | CA | 12/2024 | Present |
COINER ZAMANI WEALTH MANAGEMENT; INV RELATED; MURRIETA, CA; 25% OWNERSHIP; START 12/09/2024; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINET TRANSITION. | ZAMANI WEALTH MANAGEMENT LLC; INV RELATED; MURRIETA, CA; 100% OWNERSHIP; START 12/09/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-14 |
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