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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 | 2023-09-18 |
Branch Locations
7151 Bodega Ave, Sebastopol, CA 95472 • United States
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
2759 4Th St, Santa Rosa, CA 95405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities,Llc | Santa Rosa | CA | 07/2017 | 09/2023 |
| Jp Morgan Chase Bank Na | Petaluma | CA | 04/2013 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 09/2023 | Present |
RENTAL PROPERTY; INV RELATED; SANTA ROSA, CA; 100% OWNERSHIP WITH SPOUSE; START: 6/1/2012; 1 HOUR PER MONTH; 0 DURING TRADING; DEALING WITH RENTERS DEPENDING ON NEEDS OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-17 |
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