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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_RES | 2025-04-05 |
| CA | RA | APPROVED | 2024-06-25 |
Branch Locations
3402 Camino Tassajara, Danville, CA 94506 • United States
585 San Ramon Valley Blvd, Danville, CA 94526 • United States
6778 Bernal Ave, Pleasanton, CA 94566 • United States
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Pleasonton | CA | 06/2013 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Pleasonton | CA | 11/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 05/2018 | 05/2019 |
| Bank Of America, N.A. | Walnut Creek | CA | 06/2018 | 05/2019 |
| Bancwest Investment Services, Inc. | Lafayette | CA | 05/2019 | 02/2023 |
| Bmo Bank Na | Lafayette | CA | 05/2019 | 06/2024 |
| Lpl Financial Llc | Pinole | CA | 07/2023 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 06/2024 | Present |
RENTAL PROPERTY, INVT RELATED, ARNOLD, CA, 100% OWNERSHIP WITH SPOUSE, START DATE 7/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-09 |
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