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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-09 |
Branch Locations
200 Auburn Folsom Rd Ste 105, Auburn, CA 95603 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Meadow Vista | CA | 08/2015 | 10/2016 |
| Wells Fargo Bank Na | Meadow Vista | CA | 04/2013 | 10/2016 |
| Jp Morgan Chase Bank | Grass Valley | CA | 10/2016 | 06/2024 |
| Edward Jones | St Louis | MO | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-22 |
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