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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 | 2025-01-27 |
| TX | RA | APPROVED | 2025-01-27 |
Branch Locations
7701 Soquel Dr, Aptos, CA 95003 • United States
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scotts Valley | CA | 06/2021 | 01/2025 |
| World Financial Group | San Jose | CA | 12/2011 | 05/2020 |
| Premier Security Solutions | San Francisco | CA | 05/2020 | 06/2021 |
| Bank Of America, N.A. | Scotts Valley | CA | 07/2021 | 01/2025 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-31 |
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