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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_RES | 2026-01-13 |
| CA | RA | APPROVED | 2024-03-22 |
Branch Locations
6585 Oakmont Dr, Santa Rosa, CA 95409 • United States
333 S Mcdowell Blvd Ste B, Petaluma, CA 94954 • United States
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
5820 Nave Dr, Novato, CA 94949 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Rosa | CA | 09/2018 | 03/2024 |
| Bank Of America | Petaluma | CA | 06/2017 | 09/2018 |
| Verizonwireless | Santa Rosa | CA | 09/2008 | 05/2017 |
| Target | Rohnert Park | CA | 11/2017 | 05/2018 |
| Bank Of America, N.A. | Santa Rosa | CA | 11/2018 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-16 |
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