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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 | 2011-10-11 |
| CA | RA | APPROVED | 2008-01-01 |
Branch Locations
12531 High Bluff Dr Ste 400, San Diego, CA 92130 • 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 Advisors Llc | San Diego | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | Present |
TRUSTEE FOR THE CATHERINE GIRARD LIVING TRUST (MOTHER), INVESTMENT RELATED, DEL MAR CA, 2 HOURS PER MONTH, START 5/10/2000. RENTAL PROPERTIES (5); INV RELATED; DELANO, CA; 25% OWNERSHIP; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD. TRUSTEE FOR THE HELEN GIRARD CAHIL TRUST (FAMILY), INVESTMENT RELATED; DEL MAR, CA; 2 HOURS PER MONTH; START DATE 09/22/2005.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-03-06 |
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