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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 | 2023-05-19 |
Branch Locations
4900 Hopyard Rd Ste 105 [Yo-Rbo], Pleasanton, CA 94588 • United States
1880 Tice Valley Blvd, Walnut Creek, CA 94595 • United States
4309 Hacienda Drive Ste 300, Pleasanton, CA 94588 • United States
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
Claremont, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated / Bofa | Los Angeles | CA | 06/2010 | 11/2017 |
| Orange County's Credit Union | Santa Ana | CA | 11/2017 | 11/2018 |
| Lpl Financial Llc | Santa Ana | CA | 12/2017 | 11/2018 |
| Jp Morgan Chase Bank, N.A. | Irvine | CA | 04/2019 | 05/2023 |
| Unemployed | Claremont | CA | 12/2018 | 04/2019 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 05/2023 | Present |
CALIFORNIA ARMY NATIONAL GUARD, NOT INV RELATED, BELL, CA, CHAPLAIN, START: 10/1/2022, 24 HOURS A MONTH, 12 HOURS DURING TRADING. BOOK, NOT INV RELATED, CLAREMONT, CA, AUTHOR, START 12/1/2022, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TITLE: MANAGING YOUR HABITS FOR SUCCESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-30 |
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