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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 | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
3299 El Cajon Blvd, San Diego, CA 92104 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2013 | 11/2016 |
| Td Ameritrade | San Diego | CA | 11/2016 | 09/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 09/2018 | 12/2025 |
| Bank Of America, N.A. | San Diego | CA | 09/2018 | 12/2025 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 12/2025 | Present |
I*933320, Name of OBA:Rental Property 1 Address:Chula Vista, CA Investment Related: No Position, Title, Association: Sole owner Employee Start Date:8/1/2022 No Hours: 1 Monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-21 |
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