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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-07 |
| CA | RA | APPROVED | 2025-12-04 |
Branch Locations
10297 Magnolia Ave, Riverside, CA 92503 • United States
22900 Centerpoint Dr, Moreno Valley, CA 92553 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Newport Beach | CA | 01/2012 | 09/2017 |
| Wells Fargo Clearing Services Llc | Newport Beach | CA | 11/2016 | 09/2017 |
| Wells Fargo Clearing Services Llc | Pomona | CA | 01/2018 | 02/2022 |
| Wells Fargo Bank Na | Pomona | CA | 11/2017 | 02/2022 |
| Wells Fargo Clearing Services, Llc | Riverside | CA | 06/2022 | 11/2025 |
| Wells Fargo Bank, Na | Riverside | CA | 06/2022 | 11/2025 |
| Unemployed | Chino | CA | 02/2022 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside | CA | 11/2025 | Present |
| Self Employed Notary Public | Chino | CA | 08/2022 | 12/2024 |
| Bank Of America, N.A. | Riverside | CA | 01/2026 | Present |
I*3983267 Entity Type: N/A Name of OBA: The V and A P Family Trust Address: Chino, California, 91710 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 02/02/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
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