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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 | 2026-01-29 |
Branch Locations
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
3 Tunstead Ave, San Anselmo, CA 94960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Corte Madera | CA | 01/2020 | 02/2021 |
| Wells Fargo Bank, N.A. | Kentfield | CA | 02/2019 | 12/2019 |
| Leap | San Rafael | CA | 09/2017 | 02/2019 |
| Peets Coffee & Tea | Kentfield | CA | 02/2016 | 09/2017 |
| 24 Hr Fitness | Larkspur | CA | 03/2018 | 06/2019 |
| Superblock Fitness Inc | Corte Madera | CA | 08/2019 | 10/2020 |
| Bank Of America | San Rafael | CA | 05/2022 | 02/2025 |
| Citibank | San Rafael | CA | 02/2021 | 05/2022 |
| Redwood Cu | Napa | CA | 02/2025 | 01/2026 |
| Lpl Financial Llc | Napa | CA | 02/2025 | 01/2026 |
| Wells Fargo Clearing Services, Llc | San Anselmo | CA | 01/2026 | Present |
| Wells Fargo Bank, Na | San Anselmo | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-22 |
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