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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-08-20 |
| CA | RA | APPROVED | 2006-01-31 |
Branch Locations
370 Highland Ave Suite 202, Piedmont, CA 94611-4018 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Concord | CA | 04/1992 | Present |
Ramalho Family Trust Rental Property Type of business: Spouse Inherited Rental San Diego, CA Start date: 12/1/2025 Chris Trevino Trustee Hours per week: 0 Hours during trading: 0 Spouse inherited rental property downtown San Diego. The Rental is in the name of the parent's trust and will be taking the income from this rental property in Dec 2025. Income is currently going into Chase Bank trust account. Property is managed by 3rd party
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-31 |
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