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555 Montgomery St. Ste 1250, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-06 |
Branch Locations
555 Montgomery St. Ste 1250, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2019 | 11/2021 |
| Wells Fargo Bank, Na | San Francisco | CA | 04/2017 | 11/2021 |
| Haleiwa Joes | Kaneohe | HI | 09/2014 | 03/2017 |
| Unemployed | N/A | CA | 02/2017 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Client Associate | CA | 12/2021 | 09/2022 |
| Trader Joes | Menlo Park | CA | 03/2017 | 04/2017 |
| Syon Capital Llc | San Francisco | CA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-03 |
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