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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED_RES | 2025-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | El Cerrito | CA | 05/2007 | 05/2017 |
| Wells Fargo Advisors Llc | El Cerrito | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | El Cerrito | CA | 11/2016 | 05/2017 |
| Citigroup | San Lorenzo | CA | 05/2017 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pleasanton | CA | 06/2025 | Present |
| Kheystone Management Company | Oakland | CA | 10/2020 | Present |
| Kheystone Training | Oakland | CA | 01/2015 | Present |
| Bank Of America, N.A. | Pleasanton | CA | 07/2025 | Present |
I*2588307, Entity Type Entity For Profit, Name of OBA: Kheystone Management Company Address:OaklandCalifornia94619 Investment Related: No Position, Title, Association: Owner Employee Start Date:07/04/2025 No Hours:15 weekly No Hours during trading:0 Duties: Owner of the company Commercial Property Management and Equine Services I*2590266, Entity Type Entity Charitable, Name of OBA: Hayward Hills Congregation of Jehovah's Witnesses Hayward Ca Address: Hayward California 94548 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 07/04/2025No Hours: 10 weekly No Hours during trading: 0 Duties: Secretary, Non profit Bible Education I*2590267, Entity Type, Name of OBA: Rental Property 1 Address: San Leandro California 94577 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/04/2025 No Hours: 1 monthly No Hours during trading: 0 Duties: I*2590268, Entity Type Entity For Profit, Name of OBA: Kheystone Training Address:OaklandCalifornia94619 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/04/2025No Hours: 2 monthly No Hours during trading: 0 Duties: Purchase Train and Sell Horses, Equine Brokerage and Training Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-04 |
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