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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 | 2026-08-28 |
Branch Locations
2600 El Camino Real W, Mountain View, CA 94040 • United States
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Menlo Park | CA | 04/2022 | 03/2026 |
| Jpmc Bank Na (Southwest) | Menlo Park | CA | 04/2022 | 03/2026 |
| Enterprise Rent A Car | Palo Alto | CA | 09/2020 | 03/2022 |
| Coldwell Banker | Half Moon Bay | CA | 01/2020 | 08/2020 |
| Barry Slatt Mortgage | Burlingame | CA | 09/2018 | 12/2019 |
| Redwood Park Advisors | Redwood City | CA | 09/2017 | 05/2018 |
| Porsche/Audi | Burlingame | CA | 09/2016 | 08/2017 |
| Unemployed | San Diego | CA | 05/2016 | 09/2016 |
| Unemployed | San Diego | CA | 06/2018 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Mountain View | CA | 08/2026 | Present |
| Wells Fargo Bank, Na | Mountain View | CA | 07/2026 | Present |
| Unemployed | Los Altos Hills | CA | 03/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-17 |
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