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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-10 |
| CA | RA | APPROVED | 2022-04-07 |
Branch Locations
880 Canarios Ct Ste 200, Chula Vista, CA 91910-8710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Chula Vista | CA | 11/2021 | Present |
| Ignite Visibility | San Diego | CA | 02/2020 | 11/2021 |
| Gosite | San Diego | CA | 05/2016 | 02/2020 |
RENTAL PROPERTY, INV RELATED, SAN DIEGO, CA, 100% OWNERSHIP, START 1/1/2020, 3 HRS/MONTH, 0 HRS DURING TRADING, OWNER. TRUSTEE FOR FAMILY FRIEND'S TRUST; INV RELATED; CA; START 4/2022; 10-20 HRS PER MONTH; DUTIES SETTLE ESTATE. THE WHITE FAMILY LLC, INV RELATED, SAN DIEGO, CA, 100% OWNERSHIP, START 3/2/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE. SRW INVESTMENTS, INV RELATED, CHULAS VISTA, CA, 100% OWNERSHIP, START 12/9/24, 160 HRS PER MONTH. 8 HRS DURING TRADING, FINET PRACTICE; SANTA MARGARITA ST ; INV RELATED;SAN DIEGO,CA; RENTAL;100% OWNERSHIP; START DATE: 08/01/2026; 1 HRS PER MONTH; - HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-07 |
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