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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 | 2025-04-11 |
Branch Locations
399 Alvarado St, Monterey, CA 93940 • United States
6781 N Palm Ave Ste 201 [Nt/Nv-Rbo], Fresno, CA 93704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Salinas | CA | 07/2017 | 07/2020 |
| J.P. Morgan Securities Llc | Watsonville | CA | 04/2015 | 06/2017 |
| J.P. Morgan Securities Llc | Salinas | CA | 08/2020 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel | CA | 08/2021 | 02/2025 |
| Bank Of America, N.A. | Carmel | CA | 09/2021 | 02/2025 |
| Fidelity Investments | Monterey | CA | 02/2025 | 04/2025 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 04/2025 | Present |
HONEY DO MAINTENANCE & REPAIR; NOT INV RELATED; SALINAS, CA; BOOKKEEPER/ADMINISTRATIVE SUPPORT; 11/2023; 20 HOURS PER MONTH; 0 DURING TRADING; BOOKKEEPING AND ACCOUNTING FOR MAINTENANCE AND REPAIR SERVICE PROVIDER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-19 |
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