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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 | 2025-02-05 |
Branch Locations
6961 El Camino Real, Carlsbad, CA 92009 • United States
9360 Clairemont Mesa Rd, San Diego, CA 92123 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 05/2017 | 05/2018 |
| Bank Of America, N.A. | San Diego | CA | 05/2017 | 05/2018 |
| Jp Morgan Chase Bank, N.A. | San Diego | CA | 05/2018 | 02/2025 |
| Jp Morgan Securities, Llc | San Diego | CA | 05/2018 | 02/2025 |
| Strategic Advisers, Inc. | San Diego | CA | 11/2014 | 04/2017 |
| Fidelity Brokerage Services, Llc | San Diego | CA | 11/2014 | 04/2017 |
| Fidelity Investments | San Diego | CA | 11/2014 | 05/2017 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-15 |
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