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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 | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
2141 Rosecrans Ave Ste 4100, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Rolling Hills | CA | 07/2013 | 11/2025 |
| Bank Of America, N.A. | Los Angeles | CA | 02/2019 | 11/2025 |
| Wells Fargo Clearing Services, Llc | El Segundo | CA | 11/2025 | Present |
For profit or not for profit: For-Profit OrganizationName of outside business organization: NEWFIELD HOMEOWNERS ASSOCIATIONInvestment related: NAddress of business: CERRITOS, California Position, title, association: Advisory Board MemberStart date of relationship: 12/2020Number of hours devoted: 25 hours annuallyNumber of hours devoted during trading hours: 0Duties: HOMEOWNERS ASSOCIATE OF THE COMMUNITY THAT I LIVE IN IN GARDENAI For profit or not for profit: Name of outside business organization: Jancic Family TrustInvestment related: NAddress of business: West Covina, California, 91790Nature of business: Position, title, association: Successor Trustee, Start date of relationship: 4/1/2022Number of hours devoted: 5 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-27 |
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