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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 | 2025-05-20 |
Branch Locations
525 Miller Ave, Mill Valley, CA 94941 • United States
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
5820 Nave Dr, Novato, CA 94949 • United States
1550 Tiburon Blvd, Belvedere, CA 94920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, | San Diego | CA | 02/2022 | 07/2023 |
| Redwood Credit Union | Santa Rosa | CA | 02/2022 | 07/2023 |
| Redwood Credit Union | Santa Rosa | CA | 06/2021 | 02/2022 |
| Bank Of The West | Forestville | CA | 06/2020 | 06/2021 |
| Farmers Insurance | Santa Rosa | CA | 02/2012 | 06/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2023 | 09/2024 |
| Redwood Credit Union | Santa Rosa | CA | 07/2023 | 03/2025 |
| Lpl Financial Llc | Napa | CA | 09/2024 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Santa Rosa | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-08 |
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