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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-19 |
| CA | RA | APPROVED | 2022-09-15 |
Branch Locations
420 Montgomery St 7Th Fl [Nf*/Ng-Rbo], San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/2016 | 09/2017 |
| Bank Of America, N.A. | San Francisco | CA | 01/2017 | 09/2017 |
| Oppenheimer & Co. Inc. | San Francisco | CA | 09/2017 | 09/2022 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 09/2022 | Present |
| Unemployed | San Francisco | CA | 06/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-16 |
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