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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 | 2026-08-11 |
Branch Locations
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
325 Sharon Park Dr, Menlo Park, CA 94025 • 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 |
|---|---|---|---|---|
| Sandlapper Securities, Llc | San Jose | CA | 06/2016 | 06/2019 |
| Equitable Advisors, Llc | New York | NY | 11/2021 | 05/2022 |
| Unemployed | Monterey | CA | 06/2019 | 11/2021 |
| Fidelity Investments | Monterey | CA | 08/2022 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Wells Fargo Clearing Services, Llc | Menlo Park | CA | 08/2026 | Present |
| Wells Fargo Bank, Na | Menlo Park | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-14 |
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