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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 | 2025-07-02 |
Branch Locations
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States
4599 Clayton Rd, Concord, CA 94521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Walnut Creek | CA | 07/2015 | 02/2023 |
| Bmo Bank Na | Walnut Creek | CA | 07/2015 | 07/2025 |
| Lpl Financial Llc | Castro Valley | CA | 07/2023 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 07/2025 | Present |
CALIFORNIA DEPARTMENT OF REAL ESTATE; INV RELATED; SACRAMENTO, CA; REAL ESTATE LICENSE; 07/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RESPONSIBLE FOR LICENSING AND OVERSIGHTFOR LICENSES IN CA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-14 |
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