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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 | 2023-02-22 |
| TX | RA | APPROVED | 2023-02-21 |
Branch Locations
660 S Main St, Fort Bragg, CA 95437 • United States
200 B St Ste 100 1St Fl, Santa Rosa, CA 95401 • United States
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
717 S State St, Ukiah, CA 95482 • 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 | Santa Rosa | CA | 06/2019 | 02/2023 |
| Victor Treatment Centers | Santa Rosa | CA | 08/2013 | 06/2019 |
| Bank Of America, N.A. | Santa Rosa | CA | 08/2019 | 02/2023 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 02/2023 | Present |
EXECUTOR FOR AUNT, INV RELATED, JACKSONVILLE, FL, START: 10/26/2023, 2 HOURS A MONTH, 1 HOUR DURING TRADING. SHAW FAMILY QUINTIN LLC ; INV RELATED; NORTH RIDGEVILLE, OH; REAL ESTATE MGMT AND BIZ DEV;50% OWNERSHIP; START DATE: 09/11/2025; 6 HRS PER MONTH; 6 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-14 |
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