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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 | 2022-08-01 |
| TX | RA | APPROVED_RES | 2022-07-30 |
Branch Locations
200 N Westlake Blvd Ste 202, Westlake Village, CA 91362 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oxnard | CA | 10/2010 | 07/2022 |
| Bank Of America, N.A. | Oxnard | CA | 12/2010 | 07/2022 |
| Wells Fargo Advisors Financial Network, Llc | Westlake Village | CA | 07/2022 | Present |
J. ELLIOTT CAPITAL MANAGEMENT, INV RELATED, THOUSAND OAKS, CA, 100% OWNERSHIP, START 1/5/2023, 150 HOURS PER MONTH, 70 HOURS DURING TRADING, FINET PRACTICE. SUNSET VISTA DEL SOL LLC, INV RELATED, THOUSAND OAKS, CA, 100% OWNERSHIP, START 4/25/2023, 75 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS AIRBNB RENTAL AIRBNB - RENTAL PROPERTY ; INV RELATED; THOUSAND OAKS, CA; RENTAL;100% OWNERSHIP; START DATE: 01/02/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-09 |
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