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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED_RES | 2025-05-28 |
Branch Locations
300 University Avenue Suite 200, Sacramento, CA 95825 • 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 |
|---|---|---|---|---|
| Franklin Distributors, Llc | Rancho Cordova | CA | 02/2022 | 03/2023 |
| Edward Jones | Davis | CA | 11/2014 | 08/2021 |
| Unemployed | West Sacramento | CA | 08/2021 | 02/2022 |
| Wells Fargo Clearing Services | Sacramento | CA | 04/2023 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 08/2023 | 04/2025 |
| Bank Of America, N.A. | Sacramento | CA | 09/2023 | 04/2025 |
| Rw Baird | Roseville | CA | 05/2025 | Present |
I*1474289 For profit or not for profit: Entity Charitable Name of outside business organization: Sacramento stealers baseball club Investment related: N Address of business: west sacramento, California, 95691, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member","Officer"], Start date of relationship: 7/15/2020 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , youth travel baseball program
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-25 |
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