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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 | 2024-02-23 |
| CA | RA | APPROVED | 2017-11-30 |
Branch Locations
20650 Redwood Rd, Castro Valley, CA 94546 • United States
3500 Castro Valley Blvd, Castro Valley, CA 94546 • United States
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| Bank Of The West | San Francisco | CA | 04/2003 | 11/2017 |
| Bancwest Investment Services | San Francisco | CA | 04/2003 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 11/2017 | Present |
RENTAL PROPERTY, INV RELATED, CASTRO VALLEY, CA, 100% OWNERSHIP, START 12/1/2010, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-13 |
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