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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 | 2020-03-14 |
| CA | RA | APPROVED | 2008-12-04 |
Branch Locations
400 Spectrum Center Dr Ste 2160, Irvine, CA 92618 • 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 | Mission Viejo | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mission Viejo | CA | 11/2016 | Present |
1. RENTAL PROPERTY; INV RELATED; RANCHO SANTA MARGARITA, CA; 100% OWNERSHIP; START 1/2009; 2 HRS MONTH; 0 HRS DURING TRADING. 2. RENTAL PROPERTY; INV RELATED; RANCHO SANTA MARGARITA, CA; 100% OWNERSHIP; START 1/2009; 2 HRS MONTH; 0 HRS DURING TRADING. 3. RENTAL PROPERTY; INV RELATED; RANCHO SANTA MARGARITA, CA; 100% OWNERSHIP; START 2/2011; 2 HRS MONTH; 0 HRS DURING TRADING. 4. RENTAL PROPERTY, INV RELATED, TUSTIN, CA, 100% OWNERSHIP, START 6/28/2018, 2 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. 5. PARTON MERIDIAN PROPERTIES LLC, INV RELATED, SAN JOSE, CA, 25% OWNERSHIP, START 12/1/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, MANAGER OF LLC. 6. RENTAL PROPERTY, INV RELATED, LAKE FOREST, CA, 100% OWNERSHIP, START 7/1/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. 7. PARTON FAMILY CARMEL HOUSE, LLC, INVT RELATED, CARMEL, CA, 16.7% OWNERSHIP, START DATE 03/28/2025, 1 HOUR PER MONTH, NO HRS DURING TRADING, LLC FOR FAMILY VACATION HOME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-02 |
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