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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 |
|---|---|---|---|
| WY | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED_RES | 2019-05-31 |
| CA | RA | APPROVED | 2019-05-17 |
Branch Locations
300 E Esplanade Dr Ste 1250, Oxnard, CA 93036 • United States
Alpine, WY • 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 |
|---|---|---|---|---|
| Morgan Stanley | Oxnard | CA | 06/2009 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Oxnard | CA | 05/2019 | Present |
RENTAL PROPERTY, INV RELATED, OAK VIEW, CA, 100% OWNERSHIP, START 5/31/2019, 1 HR PER MONTH, 0 DURING TRADING. RENTAL PROPERTY, INV RELATED, OAK VIEW, CA, 100% OWNERSHIP, START 5/31/2019, 1 HR PER MONTH, 0 DURING TRADING. ENTAL PROPERTY, INV RELATED, VENTURA, CA, 100% OWNERSHIP, START 5/31/2019, 1 HR PER MONTH, 0 DURING TRADING. JBAR BELLA COLLINA RANCH, NOT INV RELATED, OJAI, CA, 100% OWNERSHIP, START 6/3/2019, 5 HRS PER MONTH, 0 DURING TRADING J-BAR AVIATION LLC, NOT INV RELATED, OJAI, CA, 100% OWNERSHIP WITH SPOUSE, START 3/3/2020, 10 HRS PER MONTH, 1 HR DURING TRADING, ATTENDING MEETING AND FLYING PLANE BNR ADVENTURES LLC; NOT INV RELATED; KALISPELL, MT; 100% OWNERSHIP; START DATE 9/27/2023; 1 HOUR PER MONTH; 0 DURING TRADING; LLC TO OWN AIRCRAFT. RENTAL PROPERTY -BRIARWOOD; INV RELATED; FERNLEY, NV; RENTAL;100% OWNERSHIP; START DATE: 08/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY -BRIARWOOD; INV RELATED; FERNLEY, NV; RENTAL;100% OWNERSHIP; START DATE: 08/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY -WEDGE; INV RELATED; FERNLEY, NV; RENTAL;100% OWNERSHIP; START DATE: 08/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY -WEDGE; INV RELATED; FERNLEY, NV; RENTAL;100% OWNERSHIP; START DATE: 08/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY -SHORT OAK; INV RELATED; FERNLEY, NV; RENTAL;100% OWNERSHIP; START DATE: 08/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY -S CLEARFIELD; INV RELATED; AMMON, ID; RENTAL;100% OWNERSHIP; START DATE: 08/22/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY -N OAKBROOK ; INV RELATED; AMMON, ID; RENTAL;100% OWNERSHIP; START DATE: 08/22/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY -K STREET; INV RELATED; IDAHO FALLS, ID; RENTAL;100% OWNERSHIP; START DATE: 08/22/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY -DISNEY DR; INV RELATED; IDAHO FALLS, ID; RENTAL;100% OWNERSHIP; START DATE: 08/22/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY -BRIARCLIFF AVE; INV RELATED; IDAHO FALLS, ID; RENTAL;100% OWNERSHIP; START DATE: 08/29/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | TETON COLLECTIVE HOLDINGS LLC; INV RELATED; CHEYENNE ,WY; LLC;100% OWNERSHIP; START DATE: 01/05/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; GRANITE PEAK FINANCIAL LLC ; INV RELATED; CHEYENNE ,WY; LLC;100% OWNERSHIP; START DATE: 01/05/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; JBAR BELLA COLLINA LLC; INV RELATED; CHEYENNE ,WY; OPERATING RANCH/ORCHARD. ;100% OWNERSHIP; START DATE: 01/05/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; GOLDEN BLUFF PROPERTIES LLC; INV RELATED; LAS VEGAS,NV; REAL ESTATE;100% OWNERSHIP; START DATE: 01/05/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; IRON MOUNTAIN ASSET MANAGEMENT INC; INV RELATED; CHEYENNE ,WY; C CORP;100% OWNERSHIP; START DATE: 01/05/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; THE OG OAKS VENTURES LLC; INV RELATED; CHEYENNE ,WY; REAL ESTATE;100% OWNERSHIP; START DATE: 01/05/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; PALISADES CREEK PROPERTIES LLC; INV RELATED; LAS VEGAS,NV; HOLD ID BASED PROPERTIES VS JTWROS;100% OWNERSHIP; START DATE: 01/05/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 3309; INV RELATED;EDMOND,OK; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 04/09/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 439; INV RELATED;PIEDMONT,OK; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 03/31/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 475; INV RELATED;NEWCASTLE ,OK; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 04/09/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 2725; INV RELATED;YUKON,OK; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 03/31/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; SOONER SKIES VENTURES LLC; INV RLD;LAS VEGAS,NV; 100%;03/30/2026;1,0 JBAR BELLA VISTA LLC ; INV RELATED;SANTA PAULA ,CA; AVOCADO RANCH;50% OWNERSHIP; START DATE: 8/18/2026; 1 HRS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-13 |
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