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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-24 |
| TX | RA | APPROVED_RES | 2026-03-24 |
Branch Locations
1549 Mchenry Avenue Suite A, Modesto, CA 95350 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Modesto | CA | 02/2016 | 03/2026 |
| Jp Morgan Securities Llc | Modesto | CA | 02/2016 | 03/2026 |
| Stifel, Nicolaus & Company, Incorporated | Modesto | CA | 03/2026 | Present |
1. Modesto Christian School; 5755 Sisk Road Modesto, CA 95356; Modesto Christian School is a nonprofit, faith-based private school providing education for preschool through 12th grade; Board of Directors - Member; Attend monthly board meetings. Work with other board members to make collaborative decisions in the best interest of the school. Provide strategic governance, oversight, and mission alignment in support of the school's commitment to developing Christ-centered leaders through excellence in academics, athletics, and the arts; 07/01/2026; 3hrs/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-04 |
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