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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Antonio | TX | 08/2016 | 11/2016 |
| Wells Fargo Bank, Na | San Antonio | TX | 10/2011 | 03/2020 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 08/2016 | 03/2020 |
| Jp Morgan Chase Bank, N.A. | San Antonio | TX | 03/2020 | Present |
| Jp Morgan Securities, Llc | San Antonio | TX | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-18 |
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