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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 | 2026-03-09 |
Branch Locations
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hayward | CA | 09/2022 | 05/2023 |
| Wells Fargo | Union City | CA | 12/2017 | 09/2022 |
| Panera Bread | Hayward | CA | 08/2015 | 02/2021 |
| Amazon | Newark | CA | 11/2020 | 05/2021 |
| California State University, East Bay | Hayward | CA | 09/2012 | 06/2018 |
| Bank Of America N.A. | Hayward | CA | 12/2022 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 01/2024 | 07/2025 |
| Unemployed | Sacramento | CA | 05/2023 | 01/2024 |
| California State University | Hayward | CA | 12/2014 | 12/2017 |
| Bank Of America, N.A | Sacramento | CA | 02/2024 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Oakland | CA | 02/2026 | Present |
| Wells Fargo Bank, Na | Oakland | CA | 02/2026 | Present |
| Unemployed | Sacramento | CA | 07/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
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