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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 | 2013-02-19 |
| TX | RA | APPROVED_RES | 2013-02-19 |
Branch Locations
433 N Camden Dr 9Th Fl, Beverly Hills, CA 90210 • United States
Los Angeles, 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 | Beverly Hills | CA | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 11/2016 | Present |
ROCK THE STREET,WALL STREET; INVESTMENT RELATED; NASHVILLE,TN; TEACHER; START DATE 01/30/2019; NUMBER OF HOURS PER MONTH 8; NUMBER OF HOURS DURING TRADING 0; TEACHING FINANCIAL LITERACY TO HIGH SCHOOL AGED GIRLS. TURNING POINT SCHOOL BOARD, INVT RELATED, CULVER CITY, CA, TREASURER, START DATE 1/1/2007, 3 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, ASSISTING BOARD WITH BALANCE SHEET, DEBT, INVESTMENTS AND SETTING TUITION FEES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-02 |
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