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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 | 2023-10-09 |
Branch Locations
2075/2099 Broadway St, Redwood City, CA 94063 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unionbanc Investment Services | Palo Alto | CA | 08/2013 | 05/2023 |
| U.S. Bancorp Investments, Inc. | San Carlos | CA | 05/2023 | 10/2023 |
| U.S. Bank | San Carlos | CA | 05/2023 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-12 |
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