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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 | 2025-10-02 |
| CA | RA | APPROVED | 2025-09-30 |
Branch Locations
555 California St 24Th Fl, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 09/2021 | 11/2024 |
| Goldman Sachs | Salt Lake City | UT | 07/2020 | 09/2021 |
| Rosemont College | Rosemont | PA | 01/2018 | 05/2020 |
| Actavo Engineering Services, Llc | Duluth | GA | 05/2019 | 08/2019 |
| Tufas Boulder Lounge | Philadelphia | PA | 09/2018 | 03/2020 |
| Georgia Highlands College | Marietta | GA | 08/2015 | 05/2017 |
| Zhengzhou University | Zhengzhou | 05/2017 | 09/2017 | |
| Atlanta Rocks! Indoor Climbing Gym | Atlanta | GA | 04/2016 | 12/2017 |
| Iconiq Capital, Llc | San Francisco | CA | 12/2024 | 09/2025 |
| Extended Travel | Riga | 06/2020 | 07/2020 | |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-31 |
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