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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 | 2026-08-25 |
| TX | RA | APPROVED_RES | 2026-08-24 |
Branch Locations
400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2021 | 08/2026 |
| Carrington College | Sacramento | CA | 04/2021 | 07/2021 |
| Sacramento Autism Services | Fair Oaks | CA | 06/2020 | 02/2021 |
| Unemployed | Sacramento | CA | 03/2020 | 06/2020 |
| Maxim Health Care Services | Sacramento | CA | 07/2019 | 02/2020 |
| Center For Autism And Related Disorders | Roseville | CA | 12/2018 | 07/2019 |
| Young Men's Christian Association Of San Francisco | San Francisco | CA | 09/2017 | 09/2018 |
| Uber Inc | San Francisco | CA | 08/2016 | 09/2017 |
| Winn.SOlutions | Sacramento | CA | 11/2019 | 03/2020 |
| Uber Inc | San Francisco | CA | 09/2018 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-02 |
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