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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 | 2025-08-01 |
| CA | RA | APPROVED | 2024-09-06 |
Branch Locations
200 N Westlake Blvd Ste 202, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Chatsworth | CA | 10/2003 | 09/2024 |
| Wells Fargo Clearing Services, Llc | Chatsworth | CA | 11/2016 | 09/2024 |
| Wells Fargo Advisors Financial Network, Llc | Westlake | CA | 09/2024 | Present |
DW PRIVATE WEALTH CORPORATION; INV. RELATED; WESTLAKE VILLAGE, CA; 100% OWNERSHIP; TRANSITION TO FINET; START DATE 9/9/2024; 1 HOUR PER MONTH; 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-11 |
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