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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 | 2025-04-28 |
Branch Locations
1512 Eureka Rd 3Rd Fl, Roseville, CA 95661 • United States
Livermore, CA • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Saint Louis | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Louis | MO | 11/2016 | 01/2020 |
| Morgan Stanley | Pleasanton | CA | 01/2020 | 10/2023 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 04/2025 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2023 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 04/2025 | Present |
| Wells Fargo Advisors Financial Network | Palo Alto | CA | 03/2026 | Present |
LA CASTILLEJA HOMEOWNERS ASSOCIATION C/O COMMUNITY ASSOCIATION MANAGEMENT ; NOT INV RELATED;PLEASANTON,CA; HOA; BOARD MEMBER; START DATE: 04/16/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-11 |
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