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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 | 2024-07-29 |
Branch Locations
1036 Anacapa St, Santa Barbara, CA 93101 • United States
1160 Marsh St, Stes 200 & 300 [Lm*/Le-Rbo], San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Thousand Oaks | CA | 01/2014 | 04/2021 |
| Jp Morgan Chase Bank, N.A. | Camarillo | CA | 05/2021 | 07/2024 |
| J.P. Morgan Securities Llc | Camarillo | CA | 05/2021 | 07/2024 |
| Wells Fargo Clearing Services, Llc | San Luis Obispo | CA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-11 |
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