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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 | 2025-08-18 |
Branch Locations
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
125 Western Ave, Petaluma, CA 94952 • United States
2759 4Th St, Santa Rosa, CA 95405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | San Francisco | CA | 06/2011 | 12/2020 |
| Charles Schwab Bank Ssb | San Francisco | CA | 06/2011 | 12/2020 |
| Jp Morgan Chase Bank, N.A. | Corte Madera | CA | 12/2020 | 08/2025 |
| J.P. Morgan Securitites, Llc | Corte Madera | CA | 12/2020 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-06 |
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