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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 | 2025-07-28 |
| TX | RA | APPROVED | 2025-07-28 |
Branch Locations
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Roseville | CA | 05/2020 | 11/2020 |
| Primerica Financial Services | Roseville | CA | 09/2019 | 11/2020 |
| Colliers International | Sacramento | CA | 10/2018 | 11/2020 |
| Miltenyi Biotec | Auburn | CA | 06/2018 | 10/2018 |
| California Department Of State Hospitals | Napa | CA | 08/2017 | 05/2018 |
| Csu Sacramento | Sacramento | CA | 09/2014 | 05/2018 |
| J.P. Morgan Securities Llc | Foster City | CA | 11/2020 | 06/2021 |
| Jpmorgan Chase Bank, N.A. | Foster City | CA | 11/2020 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 11/2021 | 07/2025 |
| Unemployed | San Leandro | CA | 06/2021 | 11/2021 |
| Bank Of America, N.A. | San Francisco | CA | 12/2023 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
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