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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-11-23 |
| TX | RA | APPROVED | 2016-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lincoln | CA | 08/2012 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gold River | CA | 11/2016 | Present |
| Bank Of America, N.A. | Gold River | CA | 11/2016 | Present |
I* 2832289 Entity Type: For Profit Name of OBA: The W. and T.G. Revocable Living Trust Address:Roseville California Investment Related:No Position, Title, Association:Owner Start Date:07/23/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:Rental property. Landlord I*2798282, Entity Type: , Name of OBA: W J G JR and T M G REVOCABLE LIVING TRUST, Address: Lincoln, California, 95648, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 27-Jun-2002, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-25 |
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