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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 | 2026-08-21 |
Branch Locations
595 Humboldt St Ste 200, Reno, NV 89509 • United States
5 E. River Park Place West 101 [Satellite], Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Door Dash | San Luis Obispo | CA | 07/2020 | 09/2021 |
| Instacart | San Luis Obispo | CA | 07/2020 | 09/2021 |
| Jp Morgan Chase Bank | San Luis Obispo | CA | 09/2021 | 03/2024 |
| California Polytechnic University | San Luis Obispo | CA | 09/2022 | 06/2024 |
| Unemployed | Clovis | CA | 06/2024 | 09/2024 |
| Raymond James Financial Services, Inc. | Fresno | CA | 09/2024 | 08/2026 |
| Tricounties Bank | Fresno | CA | 10/2024 | 08/2026 |
| Clovis North High School | Fresno | CA | 08/2016 | 06/2020 |
| Raymond James Financial Services Advisors, Inc | Fresno | CA | 01/2025 | 08/2026 |
| Valley Athletics, Llc. | Fresno | CA | 06/2025 | 03/2026 |
| Wells Fargo Advisors Financial Network, Llc | Fresno | CA | 08/2026 | Present |
(1) Name of Business: Address: 1489 Redbrick Ln, Clovis, CA, 93619, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 06/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord (2) Name of Business: Tri Counties Advisors Address: 7020 N Marks #101, Fresno, CA, 93711, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
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