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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-11 |
| CA | RA | APPROVED | 2025-09-10 |
Branch Locations
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 Financial Network, Llc (Crd: 11025) | Pasadena | CA | 08/2018 | 03/2025 |
| Wells Fargo Advisors Private Client Group | Pasadena | CA | 10/2017 | 08/2018 |
| Law Offices Of Shardlow & Vick | Pasadena | CA | 01/2015 | 03/2018 |
| Fidelity Investments | Los Angeles | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-23 |
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