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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-24 |
| TX | RA | APPROVED | 2019-07-24 |
Branch Locations
595 Morro Bay Blvd, Morro Bay, CA 93442 • United States
8055 El Camino Real, Atascadero, CA 93422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Pasadena | CA | 02/2014 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Pasadena | CA | 02/2014 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paso Robles | CA | 01/2017 | 06/2019 |
| Bank Of America, N.A. | Paso Robles | CA | 01/2017 | 06/2019 |
| 2 Peas In A Pod/Mama'S Preserves | Arroyo Grande | CA | 06/1995 | Present |
| Jp Morgan Securities, Llc | Morro Bay | CA | 07/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Morro Bay | CA | 07/2019 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: 2 PEAS IN A POD / MAMA'S PRESERVES POSITION: OWNER START DATE: 6/1/1995 ADDRESS: 1358 ARROYO GRANDE, CA DETAILS: FAMILY FARM SELLING FRUITS, VEGITABLES, AND THE CANNING OF PRESERVES. DUTY SALES/MARKETING ALONG WITH TRANING NEW EMPLOYEES IN SALES. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-08 |
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