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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
201A Concourse Blvd, Santa Rosa, CA 95403 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Santa Rosa | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 11/2016 | Present |
1) LAMBDA CHI ALPHA SLO HOUSING BOARD, INV RELATED, SAN LUIS OBISPO, CA, BOARD MEMBER, START 6/4/2021, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, REVIEWING INVESTMENT ACCOUNT PERFORMANCE. 2) FIXED INSURANCE; NON-INVESTMENT RELATED; CALIFORNIA; FIXED INSURANCE SALES; AGENT; 01/1985; 1% DURING BUSINESS HOURS; OFFERING AND SELLING FIXED INSURANCE CONTRACTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-03-26 |
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