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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 | 2011-01-03 |
Branch Locations
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
420 Montgomery St 8Th Fl [Support Center], San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Santa Rosa | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, HEALDSBURG, CA, START: 1/1/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING.| SOLARDIGM INC; INV RELATED; COTATI, CA; DESIGN SOLAR SYSTEMS FOR RESIDENTIAL HOMES; 100% OWNERSHIP WITH SPOUSE; START DATE 02/04/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | AVILA BUNCH ARCHITECTS INC; INVESTMENT RELATED; ROHNERT PARK; 100% OWNERSHIP WITH SPOUSE; 02/04/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING; RESIDENTIAL AND COMMERCIAL ARCHITECTURE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-05 |
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