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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 | 2023-01-26 |
Branch Locations
4655 Executive Drive, San Diego, CA 92121 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-20 |
Branch Locations
4655 Executive Dr 10Th Fl [Vj-Rbo], San Diego, CA 92121 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | San Diego | CA | 09/2018 | Present |
| Wells Fargo Clearing Services | San Diego | CA | 10/2021 | Present |
| Goodwin Brown Gross & Lovelace Llp | San Diego | CA | 08/2016 | 09/2018 |
CO-TRUSTEE FOR FRIEND'S MULTIPLE TRUSTS; INV. RELATED; SANTA FE, NM; START DATE: 11/2013; 1 HR PER MONTH; 0 HRS DURING TRADING. STATE BAR OF CALIFORNIA, NOT INVT RELATED, SAN FRANCISCO, CA, INACTIVE LAW LICENSE. START DATE 6/7/2017, 0 HRS PER MONTH, 0 HRS DURING TRADING, CONTINUING EDUCATION ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-18 |
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