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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 | 2026-04-17 |
| CA | RA | APPROVED | 2025-05-30 |
Branch Locations
757 Sutton Way, Grass Valley, CA 95945 • United States
1512 Eureka Rd 3Rd Fl [Ne-Rbo], Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Roseville | CA | 07/2010 | 10/2021 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 06/2021 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | CA | 10/2021 | 05/2025 |
| Bank Of America, N.A. | Lincoln | CA | 10/2021 | 05/2025 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-18 |
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