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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 | 2025-03-25 |
Branch Locations
1250 Lincoln Ave, San Jose, CA 95125 • United States
50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| In-N-Out Burger | Huntington Beach | CA | 01/2021 | 01/2022 |
| Montage International | Laguna Beach | CA | 08/2020 | 07/2021 |
| Valley Heating Cooling | San Jose | CA | 07/2016 | 03/2020 |
| Full Time Student | San Jose | CA | 07/2012 | 05/2022 |
| Fidelity Investments | Los Gatos | CA | 06/2022 | 08/2023 |
| Morgan Stanley | Menlo Park | CA | 09/2023 | 03/2025 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 03/2025 | Present |
KP CREATIVE LLC; INV RELATED;SAN JOSE ,CA; 100% OWNERSHIP; START DATE: 06/01/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
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