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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 |
|---|---|---|---|
| HI | RA | APPROVED | 2024-08-28 |
| WA | RA | APPROVED | 2024-08-22 |
| CA | RA | APPROVED | 2024-08-12 |
| FL | RA | APPROVED | 2024-08-12 |
| NY | RA | APPROVED | 2024-08-12 |
| TX | RA | APPROVED_RES | 2024-08-09 |
Branch Locations
1500 Woodside Rd, Redwood City, CA 94061 • United States
999 E Hillsdale Blvd, Foster City, CA 94404 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
81 W Hillsdale Blvd, San Mateo, CA 94403 • 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 |
|---|---|---|---|---|
| Citigroup | Burlingame | CA | 08/2013 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 07/2024 | Present |
RENTAL PROPERTY; INV. RELATED; NAPA, CA; 100% OWNED BY FAMILY TRUST; START DATE 1/3/2023; 1 HOUR PER MONTH; 0 HOURS DURING BUSINESS. RENTAL PROPERTY - 103; INV RELATED;NAPA,CA; RENTAL ;50% OWNERSHIP; START DATE: 02/10/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - 109; INV RELATED;NAPA,CA; RENTAL ;100% OWNERSHIP; START DATE: 02/20/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-23 |
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