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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 | 2025-03-20 |
| TX | RA | APPROVED | 2025-03-20 |
Branch Locations
15760 Ventura Blvd Suite 1620, Encino, CA 91436 • 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 Advisors Llc | Calabasas | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Calabasas | CA | 11/2016 | 03/2025 |
| Wells Fargo Advisors Financial Network, Llc | Encino | CA | 03/2025 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; WOODLAND HILLS, CA; 100% OWNERSHIP WITH SPOUSE; START DATE 04/01/2012; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | SEE FORWARD, LLC, INVT RELATED, ENCINO, CA, 34% OWNERSHIP, START DATE 3/20/2025, 40 HRS PER MONTH, 40 HRS DURING TRADING, TRANSITIONING TO FINET.| SA CAPITAL MANAGEMENT; NOT INV RELATED; NORTHRIDGE, CA; MANAGEMENT SERVICES; 100% OWNERSHIP; START DATE 07/7/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS | HOLD MY CAPITAL INC; NOT INV RELATED; ENCINO, CA; S CORP FOR FINET;100% OWNERSHIP; START DATE: 03/20/2025; 160 HRS PER MONTH; 160 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-02 |
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