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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 | 2026-04-02 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
770 Tamalpais Dr Ste 400 & 321, Corte Madera, CA 94925 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-19 |
Branch Locations
San Rafael, CA • United States
770 Tamalpais Dr Ste 400, Corte Madera, CA 94925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | San Francisco | CA | 04/2007 | 07/2017 |
| All Of Us Securities, Llc | San Rafael | CA | 07/2017 | 10/2022 |
| Wells Fargo Clearing Services, Llc | San Rafael | CA | 03/2025 | Present |
| Not Employed | San Rafael | CA | 10/2022 | 03/2025 |
| Wells Fargo Advisors Financial Network | Corte Madera | CA | 04/2026 | Present |
ST. HILARY CHURCH; NOT INV RELATED; TIBURON, CA; FINANCE COUNCIL MEMBER; 01/2018; 1 HOUR PER MONTH; 0 DURING TRADING; FINANCE COUNCIL MEMBER FOR A RELIGIOUS SCHOOL
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-18 |
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