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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 | 2026-01-16 |
Branch Locations
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palma Gardening Llc | Antioch | CA | 05/2021 | Present |
| New York Life | Brentwood | CA | 09/2021 | 07/2022 |
| Wells Fargo Bank | Brentwood | CA | 02/2017 | 03/2021 |
| The Picture People | Concord | CA | 11/2016 | 03/2017 |
| Scotties Shutters Brasserie | Brentwood | CA | 08/2016 | 11/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2022 | 10/2023 |
| Northwestern Mutual Investment Services Llc | Walnut Creek | CA | 09/2022 | 10/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2022 | 10/2023 |
| Edward Jones | St Louis | MO | 10/2023 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 01/2026 | Present |
Palma Gardening LLC Type of business: Landscaping Company Antioch, CA Start date: 7/1/2015 Owner Hours per week: 2 Hours during trading: 0 My main responsibility in the company is to help file annual company documents with the state to keep the business in good standing and on rare occasions to translate for my dad when someone else is not available.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-17 |
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