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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 | 2026-08-28 |
Branch Locations
9401 Wilshire Blvd 910 9Th Fl, Beverly Hills, CA 90212 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
Branch Locations
2029 Cenury Park E Ste 800, Los Angeles, CA 90067 • United States
Manhattan Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Rochdale | New York | NY | 01/2015 | 06/2018 |
| Matrix Private Capital Group | New York | NY | 06/2018 | 08/2020 |
| Mufg Union Bank | Beverly Hills | CA | 08/2020 | 05/2023 |
| Unionbanc Investment Services | Los Angeles | CA | 09/2020 | 05/2023 |
| U.S. Bancorp Investments, Inc. | Beverly Hills | CA | 05/2023 | 06/2023 |
| U.S. Bank | Beverly Hills | CA | 05/2023 | 06/2023 |
| Comerica | Los Angeles | CA | 08/2023 | 11/2023 |
| Ameriprise Financial Services, Llc | Los Angeles | CA | 11/2023 | 08/2026 |
| Wells Fargo Advisors Financial Network, Llc | Beverly Hills | CA | 08/2026 | Present |
| Unemployed | Los Angeles | CA | 06/2023 | 08/2023 |
Outside Employment; Comerica; employee; work for Comerica Wealth Management; 2029 Century Park East, Suite 800, Los Angeles, CA, 90067; Investment-Related; 08/07/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-05 |
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