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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
2400 E Katella Ave Ste 1000, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Shelton | CT | 06/2015 | 05/2018 |
| Prudential Annuities Distributors Inc | Shelton | CT | 06/2015 | 05/2018 |
| Schaeffer Industries | Lindon | UT | 06/2018 | 03/2021 |
| Wealthvest | Bozeman | MT | 03/2021 | 03/2022 |
| The Leaders Group Inc | Littleton | CO | 03/2021 | 03/2022 |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | 05/2022 |
| Crump Life Insurance Services | Harrisburg | PA | 06/2022 | 09/2023 |
| P.J. Robb Variable Corp. | Lake Forest | CA | 06/2022 | 09/2023 |
| Lpl Financial Llc | Lake Forest | CA | 09/2023 | 04/2025 |
| Wells Fargo Clearing Services | Pasadena | CA | 04/2025 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Anaheim | CA | 04/2026 | Present |
9/27/2023: Trident partnerships; Topeka, KS; Business Owner; Co-owner of business that rehabs old buildings; Inv. related; start date 9/27/2022; 2hrs/mo.; 2% time spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-12 |
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