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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
Branch Locations
420 Montgomery St 8Th Fl [Support Center], San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 05/2026 | Present |
| Wells Fargo Bank | San Bruno | CA | 02/2025 | Present |
| Jp Morgan Securities Llc | Oakland | CA | 08/2013 | 02/2017 |
| Jpmorgan Chase Bank | Oakland | CA | 08/2013 | 02/2017 |
| Wells Fargo Bank Na | San Francisco | CA | 06/2018 | 11/2021 |
| Wells Fargo Clearing Services Llc | San Francisco | CA | 06/2018 | 11/2021 |
| Mechanics Bank | Albany | CA | 07/2017 | 02/2018 |
| Unemployed | Berkeley | CA | 02/2017 | 07/2017 |
| Unemployed | Berkeley | CA | 02/2018 | 06/2018 |
| First Republic Bank | San Francisco | CA | 11/2021 | 01/2023 |
| First Republic Securities Company, Llc | San Francisco | CA | 11/2021 | 01/2023 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 03/2023 | 10/2024 |
| Wells Fargo Bank, Na | San Francisco | CA | 03/2023 | 10/2024 |
| Bmo Harris Bank | San Ramon | CA | 10/2024 | 02/2025 |
| Lpl Financial Llc | San Ramon | CA | 10/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-09 |
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