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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-23 |
| MN | RA | APPROVED | 2019-03-25 |
Branch Locations
295 Radio Drive Suite D, Woodbury, MN 55125 • United States
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | St. Paul | MN | 06/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Paul | MN | 11/2016 | 03/2019 |
| Charles Schwab & Co., Inc. | Woodbury | MN | 03/2019 | Present |
| Charles Schwab Bank Ssb | Woodbury | MN | 03/2019 | Present |
CJAM Family Ventures LLC is a Single Member LLC, 100% owned by me Christian Zepeda, Managing Member. Passive activity. The LLC holds a $25k, 15% a year, 3 year term promissory note on the Tesla Rental Car Agency company Trevls, Inc. https://www.trevls.com. Investing in the note provided 2.60% ownership in Trevls Inc., class B non voting shares. Activity is passive and the LLC was created to provide liability protection as it relates to the promissory note and ownership of class B shares in the S Corp. Trevls, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-11 |
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