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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 | 2026-07-03 |
Branch Locations
2754 Middlefield Rd, Palo Alto, CA 94306 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Livermore | CA | 05/2015 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 09/2018 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Antioch | CA | 04/2020 | 09/2020 |
| Wells Fargo Bank, Na | Antioch | CA | 04/2020 | 09/2020 |
| Unemployed | Oakley | CA | 08/2019 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pleasanton | CA | 10/2020 | 12/2021 |
| Bank Of America, N.A. | Pleasanton | CA | 12/2020 | 12/2021 |
| Charles Schwab & Co., Inc. | Milpitas | CA | 01/2022 | 08/2025 |
| Charles Schwab Bank, Ssb | Milpitas | CA | 01/2022 | 08/2025 |
| Td Ameritrade Inc. | Walnut Creek | CA | 04/2023 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 06/2026 | Present |
| Wells Fargo Bank, Na | Palo Alto | CA | 06/2026 | Present |
| Unemployed | Milpitas | CA | 08/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-07 |
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