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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| CA | RA | APPROVED | 2018-05-18 |
Branch Locations
245 Santa Helena, Solana Beach, CA 92075 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • 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 Private Bank, National Association | New York | NY | 01/2015 | 05/2018 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 05/2018 | Present |
RENTAL PROPERTY, INV RELATED, VISTA, CA, 100% OWNERSHIP, START 2/15/2009, 2 HOURS PER MONTH, .3 DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, CARLSBAD, CA. 100% OWNERSHIP, START 10/10/2018, 2 HOURS/MONTH, 0 DURING TRADING, LANDLORD. RENTAL PROPERTY, INV RELATED, OCEANSIDE, CA, 85% OWNERSHIP, START 10/1/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, SCREEN TENANTS AND COLLECT RENT. RENTAL PROPERTY; INV RELATED; OCEANSIDE, CA; 85% OWNERSHIP; START 10/1/2020; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV RELATED; WINSTON-SALEM, NC; 100% OWNERSHIP; START 05/20/2024; 2 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-02 |
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