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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 | 2026-04-17 |
| CA | RA | APPROVED | 2023-11-20 |
Branch Locations
1512 Eureka Rd 3Rd Fl [Ne-Rbo], Roseville, CA 95661 • United States
3680 Taylor Rd, Loomis, CA 95650 • 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 | 01/2019 | 11/2023 |
| Abc Companies | Muncie | IN | 01/2018 | 11/2018 |
| Napa Auto Parts | Atlanta | GA | 04/2014 | 12/2017 |
| Bank Of America, N.A. | Sacramento | CA | 02/2019 | 11/2023 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 11/2023 | Present |
I*134190 For profit or not for profit: Non-Profit Organization Name of outside business organization: Optimist International Investment related: N Address of business: St. Louis, Missouri 63108 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/15/2020 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Board of Governors at the local Optimist chapter in Sacramento, CA. Attend meetings where youth groups discuss their involvement in children and the community. Vote on who and how much funds should be allocated to the organizations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
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