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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 | 2026-08-11 |
| TX | RA | APPROVED_RES | 2026-08-10 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
433 N Camden Dr 9Th & 12Th Fls [La-Rbo], Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Beverly Hills | CA | 02/2021 | Present |
| City National Securities | El Segundo | CA | 05/2016 | 10/2018 |
| Wells Fargo Bank | Beverly Hills | CA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-16 |
| S66 | Uniform Combined State Law Examination | 2000-04-03 |
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