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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 | 2026-04-15 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
520 Newport Center Dr, Newport Beach, CA 92660 • 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 | 2020-04-21 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
Ontario, CA • United States
225 S. Lake Ave Ste 700, Pasadena, CA 91101 • United States
3880 Lemon St Ste 510, Riverside, CA 92501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Glendale | CA | 10/2016 | 11/2016 |
| Argosy Wealth Management | Los Angeles | CA | 08/2016 | 09/2016 |
| Northwestern Mutual - Mitchell Beer | Woodland Hls | CA | 11/2016 | 05/2017 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 11/2016 | 11/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2017 | 11/2017 |
| Northwestern Mutual - Suneel Garg | Los Angeles | CA | 05/2017 | 11/2017 |
| Northwestern Mutual - Brandon Matloff | Los Angeles | CA | 05/2017 | 11/2017 |
| Jp Morgan Securities Llc | Beverly Hills | CA | 11/2017 | 04/2020 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 04/2020 | Present |
| Wells Fargo Advisors Financial Network | Newport Beach | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-17 |
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