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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 | 2022-05-11 |
| CA | RA | APPROVED | 2020-11-17 |
Branch Locations
200 N Westlake Blvd Ste 202, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Westlake Village | CA | 05/2019 | Present |
| Ubs Financial Services Inc | Westlake Village | CA | 11/2016 | 08/2017 |
| Socal Valet | Simi Valley | CA | 09/2017 | 03/2019 |
| Wood Ranch Country Club | Simi Valley | CA | 08/2016 | 07/2017 |
NEXTGEN ROTARY, CLUB 5240; NOT INV RELATED; THOUSAND OAKS , CA; BOARD MEMBER; START DATE: 11/12/2025; 3 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-17 |
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