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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 | 2025-01-17 |
| TX | RA | APPROVED_RES | 2025-01-17 |
Branch Locations
2265 Otay Lakes Rd Ste B, Chula Vista, CA 91915 • United States
4655 Executive Dr 10Th Fl [Vj-Rbo], San Diego, CA 92121 • 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 |
|---|---|---|---|---|
| Wm Financial Services | Chula Vista | CA | 06/2006 | 10/2024 |
| J.P. Morgan Securities Llc | Bonita | CA | 10/2012 | 01/2025 |
| Manlapid Enterprises, Llc | Chula Vista | CA | 07/2018 | 12/2020 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 01/2025 | Present |
MANLAPID ENTERPRISES LLC; INV RELATED; PAUMA VALLY, CA; AVOCADO FARM; 100% OWNER; START DATE 02/14/2020; 2 HOURS PER MONTH; 0 HOURS DURING TRADING | DUPLEX RENTAL PROPERTY; INV RELATED; NATIONAL CITY, CA; 100% OWNERSHIP; START DATE 11/10/2015; 2 HOUR PER MONTH; 0 HOURS DURING TRADING| AIRBNB SHORT TERM RENTA; INV RELATED; BIG BEAR LAKE, CA; 100% OWNERSHIP; START DATE 08/01/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-25 |
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