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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 | 2023-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | San Francisco | CA | 10/2019 | 11/2023 |
| University Of Oregon | Eugene | OR | 08/2015 | 09/2019 |
| Forester's Financial | Beaverton | OR | 04/2019 | 06/2019 |
| Vector Marketing | Eugene | OR | 04/2018 | 07/2018 |
| Atlas Technology Group | San Francisco | CA | 06/2017 | 09/2017 |
| Wells Fargo Advisors Financial Network, Llc | San Rafael | CA | 11/2023 | Present |
MAYACAMAS INVESTMENT LP; INV RELATED; SAN RAFAEL, CA; 10% OWNERSHIP; START 11/29/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: NONE. CALIFORNIA STREET WEALTH MANAGEMENT LLC; INV. RELATED; SAN RAFAEL, CA; 50% OWNERSHIP; FINET PRACTICE OPERATING EXPENSE COMPANY; START DATE 12/13/2023; 160 HRS PER MONTH; 7 HRS DURING TRADING; DUTIES: MANAGE ALL DAY TO DAY OPERATIONS. CASTLEDERG CAPITAL MANAGEMENT CORP; INV. RELATED; SAN RAFAEL, CA; 100% OWNERSHIP; FINET PRACTICE FINANCIAL CONSULTING; START DATE 12/8/2023; 160 HRS PER MONTH; 7 HRS DURING TRADING; DUTIES: RUN THE DAY TO DAY OPERATIONS OF A FINANCIAL ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
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