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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 | 2026-03-27 |
| CA | RA | APPROVED | 2021-10-04 |
Branch Locations
245 Santa Helena, Solana Beach, CA 92075 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 09/2016 | 04/2017 |
| Keller Williams Realty | San Diego | CA | 10/2017 | 01/2019 |
| Macy's | San Diego | CA | 11/2018 | 11/2018 |
| Jpmorgan Chase Bank, N.A. | Del Mar | CA | 01/2019 | 06/2021 |
| J.P. Morgan Securities Llc | Del Mar | CA | 01/2019 | 06/2021 |
| Windermere Realty | San Diego | CA | 05/2017 | 07/2017 |
| Dave Stubbs Realty | San Diego | CA | 07/2017 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Solana Beach | CA | 07/2021 | Present |
| Wells Fargo Bank, Na | Solana Beach | CA | 07/2021 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 10/2/2018 ADDRESS: 100 LOS ANGELES, CA. DETAILS: Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): LESS THAN 1 HOUR HOURS DURING TRADING: LESS THAN AN ONE HOUR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-26 |
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