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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 | 2026-02-04 |
Branch Locations
6781 N Palm Ave Ste 201 [Nt/Nv-Rbo], Fresno, CA 93704 • United States
555 W 18Th St, Merced, CA 95340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2018 | 12/2019 |
| San Jose State University | San Jose | CA | 08/2015 | 12/2017 |
| La Fitness | Menifee | CA | 08/2013 | 04/2018 |
| Wells Fargo | San Jose | CA | 01/2017 | 09/2017 |
| San Jose State University | San Jose | CA | 02/2016 | 11/2016 |
| G.H Bass & Co | Lake Elsinore | CA | 08/2012 | 04/2018 |
| E*Trade Securities Llc | San Francisco | CA | 12/2019 | 04/2020 |
| E*Trade Capital Management Llc | San Francisco | CA | 12/2019 | 04/2020 |
| E*Trade Securities Llc | San Francisco | CA | 04/2020 | 10/2022 |
| E*Trade Capital Management Llc | San Francisco | CA | 04/2020 | 10/2022 |
| Fidelity Investments | Sunnyvale | CA | 11/2022 | 08/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Fresno | CA | 02/2026 | Present |
| Unemployed | Merced | CA | 08/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-03 |
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