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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 | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 09/2019 |
| Jp Morgan Chase Bank | Kentfield, Sonoma, Napa | CA | 04/2008 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vallejo | CA | 01/2020 | 01/2025 |
| Bank Of America, N.A. | Vallejo | CA | 01/2020 | 01/2025 |
| Jcrew | Napa | CA | 10/2019 | 12/2019 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 01/2025 | Present |
Lighthouse Christian Church Sonoma; Not Inv related; Sonoma, CA; Youth Pastor; Start date 07/01/2016; 16 hours per month; 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-09 |
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