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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 | 2025-01-09 |
Branch Locations
23325 Mulholland Dr, Woodland Hills, CA 91364 • United States
3059 Townsgate Rd 4Th Fl/Ste 400 [Ld-Rbo], Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2017 | 12/2018 |
| Hot Springs Palm Plaza Llc | Desert Hot Springs | CA | 07/2015 | 01/2019 |
| The University Of Arizona | Tucson | AZ | 08/2014 | 05/2017 |
| Fidelity Brokerage Services Llc | Pasadena | CA | 01/2019 | 04/2019 |
| Fidelity Brokerage Services Llc | Burbank | CA | 02/2019 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Westlake Village | CA | 01/2025 | Present |
COMMERCIAL RENTAL PROPERTY; INV RELATED; DESERT HOT SPRINGS, CA; 45% OWNERSHIP; 03/2014; 1 HOUR PER MONTH; NO HOURS DURING TRADING; COMMERCIAL RENTAL INCOME PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-26 |
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