Jacob Rabin

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-10-23

Branch Locations

1500 Woodside Rd, Redwood City, CA 94061 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Sacramento	CA	08/2018	05/2023
Carbahal And Company	Davis	CA	12/2017	04/2018
Upwelling Capital	Davis	CA	09/2016	03/2017
University Of California, Davis	Davis	CA	10/2014	03/2018
Unemployed	Fresno	CA	04/2018	08/2018
Uc Calfresh	Davis	CA	12/2015	01/2017
Bank Of America, N.A.	Sacramento	CA	09/2018	05/2023
Wells Fargo Clearing Services, Llc	Palo Alto	CA	10/2023	Present
Unemployed	Sacramento	CA	05/2023	10/2023

08/2018 → 05/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sacramento, CA
12/2017 → 04/2018

Carbahal And Company

Davis, CA
09/2016 → 03/2017

Upwelling Capital

Davis, CA
10/2014 → 03/2018

University Of California, Davis

Davis, CA
04/2018 → 08/2018

Unemployed

Fresno, CA
12/2015 → 01/2017

Uc Calfresh

Davis, CA
09/2018 → 05/2023

Bank Of America, N.A.

Sacramento, CA
10/2023 → Present

Wells Fargo Clearing Services, Llc

Palo Alto, CA
05/2023 → 10/2023

Unemployed

Sacramento, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-21

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