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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED_RES | 2020-08-13 |
| CA | RA | APPROVED | 2019-10-16 |
Branch Locations
4134 Adams Avenue Suite 104, San Diego, CA 92116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Diego | CA | 03/2016 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 06/2012 | 08/2019 |
| Wetherby Management, Llc | El Cajon | CA | 03/2009 | Present |
| Pemberly Townhomes, Llc | El Cajon | CA | 02/2009 | Present |
| 3Rd Street Properties, Llc | Mcminnville | OR | 06/2005 | Present |
| Edward Jones | St.LOuis | MO | 08/2019 | Present |
"Wetherby Management LLC Type: Real Estate Management Date: 03/12/09 Title: Member/Owner Trad Hrs: 1 Tot Hrs: 0 Desc: Real estate management and consulting activities for affiliate real estate holding companies and family members City-State: Pendleton OR" ************* "3rd Street Properties LLC Type: Real Estate Holding Company Date: 06/25/05 Title: Member/Owner Trad Hrs: 0 Tot Hrs: 1 Desc: General property management activities for a commercial office building, lease negotiations and maintenance of books and records. City-State: McMinnville OR" ************** "Pemberly Townhomes LLC Type: Real Estate Holding Company Date: 02/04/09 Title: Member/Owner Trad Hrs: 0 Tot Hrs: 1 Desc: General property management activities for residential rental properties and maintenance of books and records. City-State: Pendleton OR"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-10 |
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