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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 | 2026-04-01 |
Branch Locations
4364 Town Center Blvd Ste 220, El Dorado Hills, CA 95762 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • 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 | 2020-02-12 |
Branch Locations
4364 Town Center Blvd Ste 220, El Dorado Hills, CA 95762 • United States
El Dorado Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aperto Restaurant | San Francisco | CA | 04/2008 | 12/2016 |
| Jp Morgan Securities Llc | San Francisco | CA | 02/2016 | 12/2016 |
| Jp Morgan Chase Bank | San Francisco | CA | 02/2016 | 12/2016 |
| Wells Fargo Bank Na | San Francisco | CA | 08/2017 | Present |
| Wells Fargo Clearing Services Llc | San Francisco | CA | 08/2017 | Present |
| Uber | San Francisco | CA | 08/2016 | Present |
| Lyft | San Francisco | CA | 03/2017 | Present |
| Wells Fargo Advisors Financial Network | El Dorado Hills | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-05 |
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