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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 | 2020-06-10 |
| TX | RA | APPROVED | 2020-06-10 |
Branch Locations
Carmichael, CA • United States
555 California St 24Th Fl, San Francisco, CA 94104 • United States
Sacramento, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | San Francisco | CA | 04/2015 | 11/2016 |
| Blackrock Investments, Llc | San Francisco | CA | 04/2015 | 11/2016 |
| Morgan Stanley | Oakland | CA | 01/2017 | 06/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2017 | 06/2020 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 06/2020 | Present |
TRUSTEE FOR FATHER'S TRUST; INV. RELATED; SAN FRANCISCO, CA; START DATE 7/15/2019; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY, INVT RELATED, REDDING, CA, 100% OWNERSHIP, START DATE 10/31/2018, 6 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD. RENTAL PROPERTY; INVESTMENT RELATED; CHARLESTON,SC; 100% OWNERSHIP WITH SPOUSE; START DATE 02/05/2021; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INVESTMENT RELATED; SACRAMENTO,CA; 100% OWNERSHIP WITH SPOUSE; START DATE 02/06/2021; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY, INVT RELATED, OXFORD, MS, 50% OWNERSHIP, START DATE 11/22/2021, 4 HRS PER MONTH, 0 HRS DURING TRADING, CO-OWNER. RENTAL PROPERTY; INV. RELATED; OXFORD,MS; 50% OWNERSHIP; START DATE 03/18/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-17 |
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