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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 | 2023-03-13 |
Branch Locations
5820 Nave Dr, Novato, CA 94949 • United States
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • 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 | Mill Valley | CA | 12/2018 | 05/2020 |
| Unemployed | Kentfield | CA | 01/2017 | 12/2018 |
| The Money Source | San Francisco | CA | 09/2013 | 01/2017 |
| Bank Of America, N.A. | Mill Valley | CA | 12/2018 | 05/2020 |
| Karp Capital Management Corporation | Sausalito | CA | 05/2020 | 07/2022 |
| Infinity Financial Services | Oakland | CA | 03/2022 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Corte Madera | CA | 02/2023 | Present |
| Wells Fargo Bank, Na | Corte Madera | CA | 02/2023 | Present |
| Unemployed | Kentfield | CA | 08/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
| S66 | Uniform Combined State Law Examination | 2019-04-04 |
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