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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 | 2026-07-07 |
| TX | RA | APPROVED_RES | 2026-07-07 |
Branch Locations
6781 N Palm Ave Ste 201, Fresno, CA 93704 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • 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 Clearing Services, Llc | Fresno | CA | 03/2021 | Present |
| Wells Fargo Bank, Na | Fresno | CA | 05/1998 | Present |
FRESNO PACIFIC UNIVERSITY FOUNDATION; NOT INV. RELATED; FRESNO,CA; BOARD OF DIRECTORS; START DATE 10/01/2019; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ATTENDING BOARD MEETINGS TO DISCUSS ACTIVITIES OF STAFF, REVIEW AND APPROVE POLICIES AND PROCEDURES, AND MONITOR INVESTMENT ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-10 |
| S65 | Uniform Investment Adviser Law Examination | 2026-07-06 |
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