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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_RES | 2026-04-08 |
| CA | RA | APPROVED | 2026-04-07 |
Branch Locations
2033 Gateway Pl Suites 583 And 584, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Campbell | CA | 03/2012 | 08/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | San Jose | CA | 03/2012 | 08/2017 |
| Pruco Securities, Llc. | San Jose | CA | 10/2017 | 11/2024 |
| Prudential Insurance Company Of America | San Jose | CA | 10/2017 | 04/2026 |
| Lpl Enterprise, Llc | San Jose | CA | 11/2024 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | San Jose | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-11 |
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