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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 | 2025-01-08 |
| TX | RA | APPROVED | 2025-01-08 |
Branch Locations
301 University Ave [Vd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 12/2019 | 07/2023 |
| World Financial Group | San Jose | CA | 01/2017 | 01/2019 |
| Brien Shamp Nutritional Coaching/Fitness | Belmont | CA | 11/2017 | 10/2019 |
| Peninsula Covenant Church/Community Center | Redwood City | CA | 03/2011 | 10/2016 |
| Bank Of America, N.A. | San Jose | CA | 07/2023 | 01/2025 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 01/2025 | Present |
PENINSULA JEWISH COMMUNITY CENTER; NOT INVESTMENT RELATED; FOSTER CITY, CA; FITNESS INSTRUCTOR; 09/03/2024; 8 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; FITNESS INSTRUCTOR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
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