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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
5780 Fleet Street, Suite 250, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enterprise Rent-A-Car | San Francisco | CA | 09/2015 | 02/2017 |
| Cornerstone On Demand | Santa Monica | CA | 02/2017 | 02/2020 |
| Salesforce | Irvine | CA | 02/2020 | 12/2023 |
| Workday | Irvine | CA | 12/2023 | 03/2025 |
| Salesforce | Irvine | CA | 04/2025 | 02/2026 |
| Stifel, Nicolaus & Company, Incorporated | Carlsbad | CA | 02/2026 | Present |
1. Rental Property; 11 Gazania Way Ladera Ranch, CA 92694; Condo rental property; Owner; My wife and I own a condo and are hoping to rent it out (long term leases, not Air bnb etc). We are planning to hire a property management company, and will likely have no involvement on a day to day or monthly basis, outside of approving/declining major service requests that are outside of the property management teams discretion; 10/01/2026; 2hrs/qtr; Not during securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-27 |
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