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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 | 2026-03-13 |
Branch Locations
250 N 2Nd St, El Cajon, CA 92021 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
5522 Balboa Ave, San Diego, CA 92111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | La Jolla | CA | 01/2023 | Present |
| Wells Fargo Bank, Na | La Jolla | CA | 12/2022 | Present |
| Rate Rabbit Home Loans | San Diego | CA | 11/2020 | 12/2022 |
| University Of California, San Diego | La Jolla | CA | 06/2017 | 09/2020 |
| Steele Canyon High School | Spring Valley | CA | 06/2014 | 06/2017 |
CALIFORNIA TRANSFER SUPPORT NETWORK, INVT RELATED, EL CAJON, CA, TREASURER, START DATE 1/1/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO ASSIST STUDENTS WITH ANY QUESTIONS THEY HAVE AND GUIDE THEM WITH AVAILABLE RESOURCES TO UTILIZE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-21 |
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