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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 | 2020-04-20 |
Branch Locations
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 | Walnut Creek | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2016 | 04/2020 |
| Wells Fargo Advisors Financial Network, Llc | Brentwood | CA | 04/2020 | Present |
CO-TRUSTEE FOR PARENTS TRUSTS; INV. RELATED; SANTA ROSA, CA; START 6/2019; 2 HRS PER MONTH; 0 HRS DURING TRADING. SOILAND WEALTH MANAGEMENT LLC, INV RELATED, BRENTWOOD, CA, 100% OWNERSHIP, START 9/1/2020, 5 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. VILLAGE COMMUNITY RESOURCE CENTER ; INV RELATED;BRENTWOOD,CA; TREASURER; START DATE: 05/15/2026; 8 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-12 |
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