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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
| CA | RA | APPROVED | 2023-08-07 |
Branch Locations
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
600 Las Gallinas Ave, San Rafael, CA 94903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Millabrae | CA | 02/2016 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 08/2023 | Present |
RENTAL PROPERTY ; INV RELATED; GREENBRAE, CA; RENTAL;100% OWNERSHIP; START DATE: 07/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-31 |
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