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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 | 2016-11-01 |
| CA | RA | APPROVED | 2010-03-18 |
Branch Locations
520 Newport Center Dr Ste 1700, Newport Beach, CA 92660 • United States
Carpinteria, CA • 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 | Newport Beach | CA | 02/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 11/2016 | Present |
LAGUNA ELIXIRS LLC, NOT IVN RELATED, LAGUNA BEACH, CA, AGENT, START: 8/2016, 0 HOURS, NO DUTIES. PROPERTY RENTAL, INV REALTED, CARPINTERIA, CA, START DATE: 8/1/23, 1 HR PER MONTH, 0 HRS DURING TRADING; TICINO WEALTH MANAGEMENT - REGISTERED REP (RIA); INV RELATED;MISSION VIEJO,CA; FEE-ONLY RIA INVESTMENT ADVISORY; RIA; START DATE: 7/24/2026; 200 HRS PER MONTH; 200 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-06 |
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