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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-10 |
| CA | RA | APPROVED | 2022-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sonoma | CA | 09/2016 | 11/2016 |
| Wells Fargo Bank, Na | Sonoma | CA | 02/2008 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Sonoma | CA | 11/2016 | 04/2022 |
| Edward Jones | St. Louis | MO | 04/2022 | Present |
"La Luz Center Type: Date: 01/31/23 Title: Micro Loan Committee Trad Hrs: 0 Tot Hrs: 0 Desc: Helping build a pathway to a strong middle class through skill building mentoring that levels the economic playing field for low income families and entrepreneurs. City-State: Sonoma CA" "Sonoma Valley Education Foundation Type: Date: 11/21/24 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Collaborate with the other board members to ensure the continuation of the foundation's mission to support and raise funds to enable the potential of every student in Sonoma Valley. City-State: Sonoma CA"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-16 |
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