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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 | 2026-01-15 |
| TX | RA | APPROVED_RES | 2026-01-14 |
Branch Locations
520 Newport Center Dr Ste 1700, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 01/2016 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 01/2026 | Present |
1) CALIFORNIA NOTARY / VERIFICATION OF SIGNING PERSONS ON VARIOUS DOCUMENTS / SACRAMENTO , CA 95815 / NOTARY / NON PROFIT / START DATE 06/25/2009. I*454121 Entity Type: N/A Name of OBA: California Real Estate License Address: Mission Viejo, California, 92691 Investment Related: No Position, Title, Association: N/A Employee Start Date: 12/11/2017 Number of Hours: 40, Yearly Number of Hours during trading: 0, Yearly Duties: Real Estate Sales Person License active, but license held in non-working status. Not actively using license, held in a non-working status. Recently renewed license, remains active until 11/11/2029 cert attached.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-11 |
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