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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-26 |
Branch Locations
6701 Koll Center Parkway Ste 140, Pleasanton, CA 94566 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | St Louis | MO | 11/2016 | 10/2021 |
| Prepcasts | St Louis | MO | 02/2016 | 01/2020 |
| Morgan Stanley | San Diego | CA | 09/2021 | 03/2024 |
| Pruco Securities, Llc. | San Diego | CA | 07/2024 | 11/2024 |
| The Prudential Insurance Company Of America | San Diego | CA | 07/2024 | 03/2025 |
| Unemployed | San Diego | CA | 04/2024 | 07/2024 |
| Lpl Enterprise, Llc | San Diego | CA | 11/2024 | 03/2025 |
| Mml Investors Services, Llc | San Diego | CA | 03/2025 | Present |
| Massmutual Life Insurance Company | San Diego | CA | 03/2025 | Present |
| First Clearing, Llc | St Louis | MO | 05/2016 | 11/2016 |
(1)Name: The Olive Tree People Inv rel: N Add: 401 Wilshire Blvd, 12th Floor, Santa Monica, FL 90401 Nature: Retail Sales Position: Brand Ambassador - Sales Start date: 03/10/2025 No. HR/MO: 5 - 10 No. HR/MO during sec trading: 0 Describe duties: Provide waterless skincare products. (2)Name: R Place Inv rel: N Add: 1027 University Avenue, San Diego, CA 92103 Nature; Restaurant/Bar Work Position: Server Start date: 09/21/2025 No. HR/MO: 20 No. HR/MO during sec trading: 0 Describe duties: Serving food and drinks to customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-11 |
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