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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 | 2022-01-07 |
Branch Locations
2100 Fillmore St, San Francisco, CA 94115 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Francisco | CA | 09/2016 | Present |
| Wells Fargo Clearing Services Llc | San Francisco | CA | 04/2017 | Present |
| Citibank, N.A. | Union City | CA | 09/2015 | 09/2016 |
REDWOOD MWTL PARTNERS LLC, INV RELATED, CASTRO VALLEY, CA, 50% OWNERSHIP, START 5/4/2019, .25 HOURS PER MONTH, ZERO DURING TRADING, HOLDS REAL ESTATE. IHSS; NOT INV RELATED;OAKLAND,CA; CARE GIVER; START DATE: 06/01/2026; 40 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-07 |
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