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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-08-19
CA RA APPROVED 2005-07-22
  • TX RA
    APPROVED_RES
    Since 2016-08-19
  • CA RA
    APPROVED
    Since 2005-07-22

Branch Locations

30300 Agoura Rd Ste B-280, Agoura Hills, CA 91301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network Llc Oxnard CA 05/2009 Present
Previous Registrations
  • 1998-08-24 → 2005-07-26
    Morgan Stanley Dw Inc.
    Oxnard, CA
Other Businesses

MERIDIAN PRIVATE WEALTH MANAGEMENT, INC, INVT RELATED, OXNARD, CA, 100% OWNERSHIP, START DATE 8/1/2005, 200 HRS PER MONTH, 5.5 HRS DURING TRADING, FINET PRACTICE. BEGUELIN FAMILY LIMITED PARTNERSHIP, INVT RELATED, AUSTIN, TX, 1.2% OWNERSHIP, START DATE 10/16/2003, 1 HR PER MONTH, .20 HRS DURING TRADING, HOLDS COMMERCIAL PROPERTY AND SECURITIES. LAS POSAS GARDENS HOA, NOT INV RELATED, CAMARILLO, CA, START DATE: 5/20/24, 2 HRS PER MONTH, 0 HRS DURING TRADING, TREASURER, REVEWING DOCUMENTS LIKE BALANCE SHEET, ACCOUNT STATEMENTS; TRUSTEE FOR AUNT'S TRUST; INV RELATED; AGOURA HILLS; CA; START: 6/11/2024; 1 HOUR A MONTH; 1 HOUR DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-17
S63 Uniform Securities Agent State Law Examination 1985-11-23
  • S65 Uniform Investment Adviser Law Examination
    1997-11-17
  • S63 Uniform Securities Agent State Law Examination
    1985-11-23
Other Names
  • Todd Gregory Beluelin
  • Todd G Beguelin

View on SEC IAPD

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