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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 | 2025-05-02 |
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
2 Theater Square Suite 210, Orinda, CA 94563 • United States
2 disclosure categories 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 Advisors Llc | Walnut Creek | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Orinda | CA | 05/2025 | Present |
PROBITAS WEALTH MANAGEMENT LLC; INV RELATED; ORINDA,CA; FINANCIAL PRODUCTS AND SERVICES;40% OWNERSHIP; START DATE: 05/05/2025; 160 HRS PER MONTH; 160 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-15 |
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