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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 | 2018-08-30 |
Branch Locations
400 Capitol Mall Ste 1700, Sacramento, CA 95814 • United States
Sacramento, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Sacramento | CA | 04/2016 | 08/2018 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 08/2018 | Present |
RENTAL PROPERTY, INV RELATED, SACRAMENTO, CA; 100% OWNERSHIP, START 9/11/2018, 1 HR/MONTH, 0 HRS DURING TRADING. JUNIOR LEAGUE OF SACREMENTO; INV RELATED; SACRAMENTO, CA; ENDOWMENT FUND CHAIRPERSON; START DATE 6/1/2024; 5 HOURS PER MONTH; 0 DURING TRADING; ATTENDING MEETINGS, OVERSIGHT OF ENDOWMENT FUND, MAKING RECOMMENDATIONS TO THE BOARD ABOUT DISTRIBUTION OF FUNDS, DEVELOPING QUARTERLY AND ANNUAL REPORTS TO THE BOARD CONCERNING THE OPERATIONS OF THE ENDOWMENT, IDENTIFY AND SECURE DONORS, AND TRACK AND ACKNOWLEDGE DONOR CONTRIBUTIONS. SACRAMENTO COUNTY EMPLOYEES' RETIREMENT SYSTEM, BOARD OF TRUSTEES; INV RELATED; SACRAMENTO, CA; TRUSTEE; START DATE: 01/01/2026; 3.5 HRS PER MONTH; 3.5 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-21 |
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