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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
| CA | RA | APPROVED | 2026-02-02 |
Branch Locations
351 Northpoint Drive Suite D, Redding, CA 96003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altruist Financial Llc | Culver City | CA | 05/2021 | 01/2024 |
| Columbia Sportswear Company | Portland | OR | 09/2015 | 11/2016 |
| Lululemon | Glendale | CA | 01/2017 | 12/2018 |
| Uber Technologies | Los Angeles | CA | 04/2019 | 03/2020 |
| Dubsado | Burbank | CA | 03/2020 | 05/2021 |
| Merrill Lynch | Redding | CA | 06/2024 | 01/2026 |
| Rockwell Wealth Advisors | Redding | CA | 03/2024 | 04/2024 |
| Bank Of America Na | Redding | CA | 08/2024 | 01/2026 |
| Edward Jones | St Louis | MO | 01/2026 | Present |
| Unemployed | Pasadena | CA | 01/2019 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-24 |
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