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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 | 2010-01-21 |
| CA | RA | APPROVED | 2008-01-01 |
Branch Locations
1880 Tice Valley Blvd, Walnut Creek, CA 94595 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 | Present |
FONTANA B5, LLC; INVESTMENT RELATED; FONTANA,CA; 50% OWNERSHIP; START DATE 10/04/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; SIGNING DOCUMENTS OCCASIONALLY. RENTAL PROPERTY; INVESTMENT RELATED; STOCKTON,CA; 50% OWNERSHIP; START DATE 10/04/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; SIGNING PAPERWORK OCCASIONALLY. RENTAL PROPERTY; INVESTMENT RELATED; FONTANA,CA; 50% OWNERSHIP; START DATE 06/01/2019; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; MINIMAL. E&B INVESTMENTS, LLC; INVESTMENT RELATED; IRVINE,CA; 50% OWNERSHIP; START DATE 10/01/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; MINIMAL DUTIES JUST SOME BANKING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-05-22 |
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