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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-07 |
| CA | RA | APPROVED | 2025-07-14 |
Branch Locations
3535 Del Mar Heights Rd, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 10/2015 | 11/2016 |
| Wells Fargo Bank, Na | San Diego | CA | 01/2013 | 06/2025 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carlsbad | CA | 06/2025 | Present |
| Bank Of America, N.A. | Carlsbad | CA | 07/2025 | Present |
I*2592273, Entity Type: Entity For Profit, Name of OBA: Self , Address: San Diego, California, 92129, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 09/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I may post items for sale from time to time, EBAY- Sell stuff you don't need or want anymore perhaps resulting in a profit
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-18 |
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