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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-25 |
| CA | RA | APPROVED | 2022-08-04 |
Branch Locations
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
276 N El Camino Real Ste A, Encinitas, CA 92024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symbio Financial Partners | La Jolla | CA | 04/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 02/2017 | 10/2021 |
| Bank Of America, N.A. | San Diego | CA | 02/2017 | 10/2021 |
| Ameriprise Financial Services, Llc | San Diego | CA | 10/2021 | 08/2022 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-11 |
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