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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 | 2022-11-01 |
| TX | RA | APPROVED | 2022-11-01 |
Branch Locations
30300 Agoura Rd Ste B-280, Agoura Hills, CA 91301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Newbury Park | CA | 09/2015 | 05/2017 |
| Jp Morgan Chase Bank | Newbury Park | CA | 09/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland Hills | CA | 05/2017 | 03/2018 |
| Bank Of America, N.A. | Woodland Hills | CA | 05/2017 | 03/2018 |
| Td Ameritrade, Inc. | Thousand Oaks | CA | 03/2018 | 04/2020 |
| Jp Morgan Securities, Llc | Simi Valley | CA | 04/2020 | 11/2022 |
| Jpmorgan Chase Bank, N.A. | Simi Valley | CA | 04/2020 | 11/2022 |
| Td Ameritrade Investment Management, Disciplined Firm No Llc | Thousand Oaks | CA | 03/2018 | 04/2020 |
| Wells Fargo Advisors Financial Network, Llc | Agoura Hills | CA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-10 |
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