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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 | 2026-01-20 |
Branch Locations
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
10788 Black Mountain Rd, San Diego, CA 92126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Glazers | San Diego | CA | 07/1986 | 12/2018 |
| Unemployed | San Diego | CA | 12/2018 | 03/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2019 | 07/2019 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 03/2019 | 07/2019 |
| Rocknroll Tequila | San Diego | CA | 07/2019 | 12/2019 |
| New York Life Insurance Company | San Diego | CA | 08/2019 | 09/2021 |
| Nylife Securities Llc | San Diego | CA | 08/2019 | 09/2021 |
| J.P. Morgan Securities Llc | Rancho Santa Fe | CA | 10/2021 | 06/2023 |
| Jpmorgan Chase Bank, N.A. | Rancho Santa Fe | CA | 10/2021 | 06/2023 |
| Prudential Insurance Company Of America | San Diego | CA | 07/2023 | 09/2024 |
| Pruco Securities Llc | San Diego | CA | 07/2023 | 09/2024 |
| W&S Brokerage Services | San Diego | CA | 09/2024 | 12/2025 |
| Western & Southern Life | San Diego | CA | 09/2024 | 12/2025 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 01/2026 | Present |
| Wells Fargo Bank, Na | San Diego | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-13 |
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