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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 | 2026-05-21 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
2400 E Katella Ave Ste 1000, Anaheim, CA 92806 • 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 | 2022-12-15 |
Branch Locations
2400 E Katella Ave Ste 1000, Anaheim, CA 92806 • United States
5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • United States
2700 N Main St, Santa Ana, CA 92705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Anaheim | CA | 06/2010 | 05/2019 |
| Jp Morgan Securities Llc | Anaheim | CA | 05/2013 | 05/2019 |
| Wells Fargo Advisors Financial Network | Anaheim | CA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 05/2019 | 12/2022 |
| Bank Of America N.A. | Newport Beach | CA | 05/2019 | 12/2022 |
| Wells Fargo Clearing, Llc | Irvine | CA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-23 |
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