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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_RES | 2026-04-08 |
| NV | RA | APPROVED | 2024-02-23 |
| WA | RA | APPROVED | 2023-12-15 |
Branch Locations
497 S Meadows Pkwy, Reno, NV 89521 • United States
18100 Wedge Pkwy, Reno, NV 89511 • United States
1512 Eureka Rd Ste 300 [Rn-Rbo], Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Eugene | OR | 11/2020 | 10/2022 |
| J.P. Morgan Securities Llc | Eugene | OR | 07/2021 | 10/2022 |
| Downtown Athletic Club | Eugene | OR | 11/2017 | 04/2020 |
| King Estate Winery | Eugene | OR | 03/2017 | 10/2017 |
| Mermaid Winery | Norfolk | VA | 03/2013 | 03/2017 |
| Unemployed | Eugene | OR | 05/2020 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Battle Ground | WA | 10/2022 | 12/2023 |
| Strayer University | Herndon | VA | 09/2016 | 03/2019 |
| Bank Of America, N.A. | Battle Ground | WA | 02/2023 | 12/2023 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-22 |
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