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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED | 2025-05-02 |
Branch Locations
2 Theater Square Suite 210, Orinda, CA 94563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Walnut Creek | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Orinda | CA | 05/2025 | Present |
RENTAL PROPERTY, INVT RELATED, HONOLULU, HI, 100% OWNERSHIP, START DATE 2/29/2020, 1 HR PER MONTH, 0 HRS PER MONTH, OWNER OF PROPERTY.| SANTA MARIA CATHOLIC CHURCH, NOT INVT RELATED, ORINDA, CA, FINANCE COMMITTEE MEMBER, START DATE 5/12/2025, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING QUARTERLY MEETINGS TO DISCUSS AND REVIEW CHURCH FINANCES.| PROBITAS WEALTH MANAGEMENT, LLC; INV RELATED; ORINDA, CA; BUSINESS ENTITY FOR FINET PRACTICE; 60% OWNERSHIP; START DATE 05/05/2025; 180 HOURS PER MONTH; 180 HOURS DURING TRADING HOURS GRAND KNIGHT OF KNIGHTS OF COLUMBUS COUNCIL OF SANTA MARIA, CA RENTAL CONDO PROPERTY; INV RELATED; HONOLULU, HI; 100% OWNERSHIP; START DATE 1/1/2023; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-10 |
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