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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 | 2016-02-24 |
| CA | RA | APPROVED | 2014-08-28 |
Branch Locations
300 Spectrum Center Dr Ste 845 [Satellite], Irvine, CA 92618 • United States
225 Seven Farms Dr Ste 300, Charleston, SC 29492 • 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 Financial Network, Llc | Irvine | CA | 08/2014 | Present |
ROY J SHLEMON FOUNDATION; NOT INV. RELATED; NEWPORT BEACH, CA; VICE PRESIDENT; START DATE 12/2020; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES NO DUTIES. BOB'S CREATIVE IDEAS, NOT INVT RELATED, COTO DE CAZA, CA, 100% OWNERSHIP, START DATE 12/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, CREATING IDEAS TO SELL AND HAVE PATENTED. ROTSTAN GP, LLC ; INV RELATED; IRVINE,CA; MERCHANT PARTNERSHIP;82% OWNERSHIP; START DATE: 12/31/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-20 |
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