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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-08 |
| CA | RA | APPROVED | 2021-11-05 |
Branch Locations
880 Canarios Ct Ste 200, Chula Vista, CA 91910-8710 • 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 Llc | Chula Vista | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chula Vista | CA | 11/2016 | 11/2021 |
| Wells Fargo Advisors Financial Network, Llc | Chula Vista | CA | 11/2021 | Present |
SAN DIEGO ADVISORS, INC; INV. RELATED; CHULA VISTA,CA; 100% OWNERSHIP; START DATE 09/08/2021; NUMBER OF HOURS PER MONTH 40; NUMBER OF HOURS DURING TRADING 8; FACILITATE FINET PRACTICE ACTIVTIES.; TRUSTEE FOR SAN DIEGO ADVISORS, INC PENSION PLAN, INV RELATED, CHULA VISTA, CA, START: 1/15/2022, 20 HRS/MONTH, 1 HR DURING TRADING, FINET PRACTICE PENSION PLAN.; TRUSTEE FOR SAN DIEGO ADVISORS INC. PENSION PLAN (ADDITIONAL ASSOCIATE), INV RELATED, CHULA VISTA, CA, START: 11/5/2021, 10 HOURS/MONTH, 1 HOUR DURING TRADING, FINET PRACTICE PENSION PLAN.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-14 |
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