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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 | 2023-05-18 |
| CA | RA | APPROVED | 2022-06-24 |
Branch Locations
770 Tamalpais Dr Ste 400, Corte Madera, CA 94925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Claraphi Advisory Network, Llc | San Rafael | CA | 08/2018 | 05/2022 |
| California State University, Chico | Chico | CA | 08/2013 | 05/2018 |
| Marin Country Club | Novato | CA | 05/2014 | 08/2017 |
| Wells Fargo Clearing Services, Llc | San Rafael | CA | 05/2022 | Present |
RENTAL PROPERTY; INV RELATED; NOVATO, CA; 100% OWNERSHIP; START 02/10/2024; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; RENTING ROOM IN HOME.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-18 |
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