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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 | 2026-02-26 |
| AZ | RA | APPROVED | 2024-02-07 |
| CA | RA | APPROVED | 2024-01-24 |
Branch Locations
125 Western Ave, Petaluma, CA 94952 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Rosa | CA | 08/2018 | 01/2024 |
| Sonoma State University | Rohnert Park | CA | 08/2012 | 12/2016 |
| Exchange Bank | Santa Rosa | CA | 02/2017 | 10/2017 |
| Barrel Brothers Brewing Company | Windsor | CA | 10/2017 | 08/2018 |
| Sonoma State University | Rohnert Park | CA | 05/2016 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-29 |
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