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509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-02-22 |
| TX | RA | APPROVED_RES | 2019-02-22 |
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, Llc | San Jose | CA | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | Present |
| Kingsview Asset Management | Soquel | CA | 02/2019 | Present |
| Wells Fargo Advisors | Santa Cruz | CA | 10/2013 | Present |
MUSICIAN, NOT INV RELATED, APTOS, CA, START: 6/2010, 15 HOURS PER MONTH/0 DURING TRADING. DUTIES: PERFORM WITH A BAND. TRUSTEE FOR MOTHER'S LIFE INSURANCE TRUST; INV RELATED; APTOS, CA; START: 1/1/00; 0 HR/MO; 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-02 |
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