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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-17 |
| CA | RA | APPROVED | 2025-08-25 |
Branch Locations
18801 Ventura Blvd Ste 101, Tarzana, CA 91356 • United States
350 W Colorado Blvd Ste 390 [Ll-Rbo], Pasadena, CA 91105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Glendale | CA | 12/2019 | 02/2023 |
| Crestico Inc. | Woodland Hills | CA | 05/2011 | 12/2019 |
| Thrivent Investment Management Inc. | Glendale | CA | 01/2023 | 01/2024 |
| Thrivent Financial | Appleton | WI | 02/2023 | 01/2024 |
| J.P. Morgan Securities Llc | Burbank | CA | 01/2024 | 08/2025 |
| Jpmorgan Chase Bank, N.A. | Burbank | CA | 01/2024 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Encino | CA | 08/2025 | Present |
OWENSMOUTH RENTAL PROPERTY POSITION: Owner with Spouse NATURE: Rental property located at Woodland Hills CA 91367 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 5760 Ownensmouth Unit 4 Woodland Hills CA 91364, United States DESCRIPTION: Collect Rent - Pay expenses ALLENTOWN RENTAL UNIT POSITION: Owner with Spouse NATURE: Rental Property located at Woodland Hills CA 91364 Rental Property Unit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 5136 Allentown Place Woodland Hills CA 91364, United States DESCRIPTION: Collect Rent - Pay expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-29 |
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