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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 | 2026-02-27 |
Branch Locations
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
17590 Monterey St, Morgan Hill, CA 95037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc | San Jose | CA | 04/2022 | 08/2025 |
| Goldman Sachs Investment Bank | Salt Lake City | UT | 09/2021 | 12/2021 |
| Edwards Flooring | Hollister | CA | 01/2010 | 08/2021 |
| Unemployed | Hollister | CA | 01/2022 | 03/2022 |
| Bank Of America, N.A. | San Jose | CA | 05/2022 | 08/2025 |
| Unemployed | Hollister | CA | 09/2025 | 10/2025 |
| Charles Schwab | Milpitas | CA | 10/2025 | 12/2025 |
| Charles Schwab Bank | Milpitas | CA | 10/2025 | 12/2025 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
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