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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 | 2025-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carbahal Olsen Financial Services Group Llc | Davis | CA | 02/2020 | 09/2022 |
| First Pointe Management Group | Davis | CA | 09/2019 | 02/2020 |
| Stich Fix | Davis | CA | 04/2019 | 09/2020 |
| Temple Coffee | Davis | CA | 08/2018 | 08/2019 |
| Vail Resorts | Reno | NV | 01/2015 | 07/2018 |
| Ameriprise Financial Services, Llc | Roseville | CA | 10/2022 | 02/2024 |
| Fisher Investments | Camas | WA | 04/2024 | 10/2025 |
| Wells Fargo Advisors Financial Network, Llc | Fresno | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-21 |
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