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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-19 |
| CA | RA | APPROVED | 2019-08-20 |
Branch Locations
28693 Old Town Front St Suite 300-H, Temecula, CA 92590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fallbrook | CA | 04/2019 | 06/2019 |
| Merrill Lynch, Pierce,Fenner & Smith Incorporated | Temecula | CA | 12/2014 | 09/2016 |
| Bank Of America | Temecula | CA | 04/2004 | 02/2019 |
| Jpmorgan Chase Bank N.A | Fallbrook | CA | 04/2019 | 06/2019 |
| Unemployed | Murrieta | CA | 02/2019 | 04/2019 |
| Edward Jones | St Louis | MO | 07/2019 | Present |
TEAM Referral Network Type: Date: 04/28/21 Title: Vice President Trad Hrs: 0 Tot Hrs: 0 Desc: Organize meetings, interview and onboard new members, fill in for president at meetings. City-State: Temecula CA*** BNI Temecula Business Uncorked Type: Date: 10/01/20 Title: President Trad Hrs: 0 Tot Hrs: 0 Desc: Run weekly chapter Meetings, Provide guidance on training topics. NO cash/banking duties or responsibilities. City-State: Riverside CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-19 |
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