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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-18 |
| TX | RA | APPROVED_RES | 2026-01-02 |
| NV | RA | APPROVED | 2025-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Reno | NV | 11/2021 | 05/2022 |
| Wells Fargo Bank, Na | Reno | NV | 07/2019 | 06/2022 |
| Gap Inc. | Reno | NV | 03/2015 | 07/2019 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 06/2022 | 06/2025 |
| Agia/Valic/Corebridge Financial | Houston | TX | 06/2022 | 06/2025 |
| J.P. Morgan Securities Llc | Sparks | NV | 08/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Sparks | NV | 08/2025 | Present |
| Unemployed | Reno | NV | 07/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-15 |
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