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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 | 2024-04-18 |
| TX | RA | APPROVED | 2024-04-18 |
Branch Locations
433 N Camden Dr 9Th & 12Th Fls [La-Rbo], Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Los Angeles | CA | 11/2022 | 08/2023 |
| Evoke Wealth Llc | Santa Monica | CA | 07/2019 | 08/2019 |
| Full-Time Student | Manhattan Beach | CA | 11/2012 | 07/2019 |
| Student | Dallas | TX | 07/2019 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-18 |
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