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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 | 2023-04-25 |
| CA | RA | APPROVED | 2022-03-03 |
Branch Locations
4355 Town Center Blvd Ste 110, El Dorado Hills, CA 95762 • United States
400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 03/2018 | 03/2022 |
| Petdesk | San Diego | CA | 09/2017 | 02/2018 |
| Valtea | Valencia | 05/2017 | 07/2017 | |
| Digial Operative Inc | San Diego | CA | 08/2016 | 12/2016 |
| San Diego State University | San Diego | CA | 08/2015 | 05/2017 |
| Bank Of America, N.A. | Sacramento | CA | 06/2018 | 03/2022 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-25 |
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