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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 | 2026-06-10 |
Branch Locations
350 W Colorado Blvd Ste 390 [Ll-Rbo], Pasadena, CA 91105 • United States
14601 Ventura Blvd, Sherman Oaks, CA 91403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Sherman Oaks | CA | 06/2026 | Present |
| Wells Fargo Bank, Na | Sherman Oaks | CA | 05/2026 | Present |
| J.P. Morgan Securities Llc | Encino | CA | 06/2022 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Encino | CA | 06/2022 | 05/2026 |
| Bank Of America | Woodland Hills | CA | 12/2021 | 06/2022 |
| Ventura County Sheriff's | Ventura | CA | 10/2021 | 10/2021 |
| Fidelity Investments | Westlake | TX | 05/2018 | 08/2021 |
| Bankston Ford Of Frisco Ltd | Frisco | TX | 08/2017 | 04/2018 |
| Target | Euless | TX | 12/2015 | 05/2017 |
| Unemployed | Fort Worth | TX | 06/2017 | 07/2017 |
| Unemployed | Canoga Park | CA | 09/2021 | 09/2021 |
| Unemployed | Canoga Park | CA | 11/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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