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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 | 2022-11-29 |
| NV | RA | APPROVED | 2022-02-23 |
| CA | RA | APPROVED | 2018-08-30 |
Branch Locations
925 Tahoe Blvd Ste 202, Incline Village, NV 89451 • United States
Sacramento, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2018 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 08/2018 | Present |
WINGMAN WOODWORKS, NOT INVT RELATED, CARSON CITY, NV, 100% OWNERSHIP, START DATE 6/30/2021, 20 HRS PER MONTH, 0 HRS DURING TRADING, CREATING CUSTOM FURNITURE. SACRAMENTO COUNTY EMPLOYEES' RETIREMENT SYSTEM; INV. RELATED; SACRAMENTO, CA; BOARD MEMBER; START DATE 10/2022; 4 HRS PER MONTH; 2 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, DISCUSS ADMINISTRATION OF THE PENSION AND OVERSEE THE MANAGEMENT AND BENEFIT STRUCTURE FOR SACRAMENTO COUNTY EMPLOYEES.; TRUSTEE FOR DAUGHTER'S TRUST, INV RELATED, SACRAMENTO, CA, START: 3/14/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR SON'S TRUST, INV RELATED, SACRAMENTO, CA, START: 3/14/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING. REVOCABLE TRUST OF A CLIENT ; INV RELATED;SAN DIEGO,CA; TRUSTEE FOR CLIENT ; TRUSTEE/CO-TRUSTEE; START DATE: 04/30/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-02 |
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