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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 | 2025-09-24 |
Branch Locations
555 California St 24Th Fl, San Francisco, CA 94104 • United States
420 Montgomery St 7Th Fl [Nf*/Ng-Rbo], San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Beacon Advisors, Inc. | San Francisco | CA | 04/2012 | 02/2018 |
| Resolute Investment Distributors, Inc. | San Francisco | CA | 02/2018 | 01/2021 |
| Resolute Investment Services | San Francisco | CA | 01/2018 | 01/2021 |
| Lpl Financial Llc | San Francisco | CA | 01/2021 | 06/2025 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 07/2025 | Present |
ÉCOLE NOTRE DAME DES VICTOIRES ; INV RELATED; SAN FRANCISCO, CA; SCHOOL;FINANCE COMMITTEE MEMBER; START DATE: 10/23/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-07 |
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