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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 | 2025-11-05 |
| CA | RA | APPROVED | 2025-09-17 |
Branch Locations
12531 High Bluff Dr Ste 400, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Diego | CA | 06/2025 | Present |
| N/A | San Diego | CA | 09/2024 | 06/2025 |
| Portfolio T | San Diego | CA | 05/2024 | 09/2024 |
| N/A | San Diego | CA | 07/2023 | 05/2024 |
| Applied Minds | Los Angeles | CA | 08/2022 | 07/2023 |
| Nextbite | Los Angeles | CA | 04/2022 | 08/2022 |
| Nextbite | Los Angeles | CA | 03/2021 | 04/2022 |
| Nextbite | Los Angeles | CA | 11/2019 | 03/2021 |
| N/A | Henrico | VA | 05/2019 | 11/2019 |
| Team One | Los Angeles | CA | 05/2018 | 08/2018 |
| Vcu Brandcenter | Richmond | VA | 09/2017 | 05/2019 |
| Vcu Business School | Richmond | VA | 09/2013 | 12/2016 |
| N/A | Richmond | VA | 12/2016 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-17 |
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