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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-04 |
| CA | RA | APPROVED | 2021-02-05 |
Branch Locations
5823 Kanan Rd, Agoura Hills, CA 91301 • United States
3059 Townsgate Rd 4Th Fl/Ste 400 [Ld-Rbo], Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Thousand Oaks | CA | 06/2015 | Present |
| Wells Fargo Clearing Services Llc | Thousand Oaks | CA | 04/2018 | Present |
| California State University Channel Islands | Camarillo | CA | 08/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-16 |
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