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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-04 |
| CA | RA | APPROVED | 2024-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lakewood | CA | 09/2015 | 11/2016 |
| Wells Fargo Bank, Na | Lakewood | CA | 07/2012 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Lakewood | CA | 11/2016 | 05/2022 |
| Td Ameritrade | Long Beach | CA | 05/2022 | 12/2023 |
| Td Ameritrade Investment Management, Llc. | Long Beach | CA | 06/2022 | 09/2023 |
| Charles Schwab & Co., Inc. | Seal Beach | CA | 05/2022 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 01/2024 | Present |
| Bank Of America N.A. | Pasadena | CA | 03/2024 | Present |
I*: 1692389 CAMACHO'S PROFESSIONAL PAINTING SERVICES LLC, NOT INV RELATED Location: NATIONAL CITY, CA Position: 50% OWNERSHIP, START Date: 7/1/2019 Hours:40 HOURS PER MONTH, Hours during Trading: ZERO DURING TRADING, Duties: ADMINISTRATION OF FAMILY BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-20 |
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