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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 | 2025-07-24 |
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 | Walnut Creek | CA | 10/2022 | 07/2025 |
| Humano | Walnut Creek | CA | 10/2019 | 10/2022 |
| Self-Employment (Uber) | San Francisco | CA | 05/2016 | 10/2022 |
| Self-Employment (Lyft) | San Francisco | CA | 06/2016 | 10/2022 |
| Self-Employment (Amazon) | San Pablo | CA | 09/2018 | 10/2022 |
| Self-Employment (Doordash) | Berkeley | CA | 06/2020 | 10/2022 |
| California State University: East Bay | Hayward | CA | 08/2020 | 05/2023 |
| Bank Of America, N.A. | Walnut Creek | CA | 01/2023 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 07/2025 | Present |
GUS & PENNY FLOORING CONSULTANTS LLC; INV RELATED;ANTIOCH,CA; CONSTRUCTION FLOORING;50% OWNERSHIP; START DATE: 05/21/2025; 16 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
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