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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 | 2013-03-19 |
| CA | RA | APPROVED | 2008-01-01 |
Branch Locations
550 S Winchester Blvd Ste 601, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Jose | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | Present |
CO-TRUSTEE FOR MOTHER; INVESTMENT RELATED; SAN JOSE, CA; START DATE 9/2013; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, SAN JOSE, CA, 100% OWNERSHIP BY TRUST, START 8/9/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, PAY BILLS AS TRUSTEE.; TRUSTEE FOR PARENT'S TRUST, INV RELATED, SAN JOSE, CA, START: 2/21/2023, 5 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-29 |
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