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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 09/2013 | 11/2017 |
| Wells Fargo Na | Santa Rosa | CA | 09/2013 | 11/2017 |
| Jp Morgan Chase Bank | Los Angeles | CA | 12/2017 | 10/2019 |
| Jp Morgan Securities Llc | Los Angeles | CA | 12/2017 | 06/2019 |
| Cuso Financial Sevices, L.P. | San Diego | CA | 10/2019 | Present |
| Los Angeles Fcu | Glendale | CA | 03/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 03/2025 | Present |
| Cetera Investment Advisers Llc | Glendale | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-22 |
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