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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 | 2026-06-04 |
| CA | RA | APPROVED | 2026-04-23 |
Branch Locations
600 Las Gallinas Ave, San Rafael, CA 94903 • United States
1590 Grant Ave, Novato, CA 94945 • United States
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | San Rafael | CA | 02/2022 | 11/2022 |
| J.P. Morgan Securities Llc | San Rafael | CA | 02/2022 | 11/2022 |
| Nylife Securities Llc | Santa Rosa | CA | 05/2020 | 01/2022 |
| New York Life Insurance Agents | Santa Rosa | CA | 08/2020 | 01/2022 |
| Woodland Meats | Kentfield | CA | 03/2020 | 07/2020 |
| El Gallo Taqueria | Petaluma | CA | 07/2014 | 04/2020 |
| Wells Fargo Clearing Services, Llc | San Rafael | CA | 11/2022 | Present |
| Wells Fargo Bank, Na | San Rafael | CA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-09 |
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