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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 | 2025-08-18 |
| CA | RA | APPROVED | 2023-06-21 |
Branch Locations
17590 Monterey St, Morgan Hill, CA 95037 • United States
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | San Jose | CA | 04/2016 | 06/2023 |
| Bancwest Investment Services, Inc. | San Jose | CA | 04/2016 | 06/2023 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 06/2023 | Present |
SITA VISTA LLC; INV. RELATED; SAN JOSE, CA; CO-OWNER; LLC HOLDS RENTAL PROPERTIES; START DATE 5/24/2023; 8 HRS PER MONTH; 0 HRS DURING TRADING.; RENTAL PROPERTY (VALLEY OF HEARTS DELIGHT); INV RELATED; SAN JOSE, CA; 50% OWNERSHIP; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: NONE.; RENTAL PROPERTY, INV RELATED, SAN JOSE, CA, 100% OWNERSHIP WITH SPOUSE, START: 6/23/2023, 4 HOURS A MONTH, 0 HOURS DURING TRADING, RESIDENTIAL RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-14 |
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