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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 | 2025-08-08 |
Branch Locations
400 Capitol Mall Ste 1700 [Nm-Rbo], Sacramento, CA 95814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Roseville | CA | 10/2021 | 04/2023 |
| Wells Fargo Bank, Na | Roseville | CA | 07/2008 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville | CA | 04/2023 | Present |
| Bank Of America, N.A. | Roseville | CA | 05/2023 | 08/2025 |
| U.S. Bancorp Investments, Inc. | Sacramento | CA | 09/2023 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 08/2025 | Present |
1) Rancho Cordova Little League; Non Investment-related; Gold River, CA; Board Member; Volunteer; 07/2023; 10 hours/ month; 0 hours/ trading; Helping increase volunteers and business sponsorships.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
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