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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 | 2025-12-17 |
Branch Locations
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
999 E Hillsdale Blvd, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P..MOrgan Chase Bank | South San Francisco | CA | 11/2015 | 06/2018 |
| J.P. Morgan Securities Llc | South San Francisco | CA | 06/2017 | 06/2018 |
| Wells Fargo Bank, N.A. | Foster City | CA | 08/2018 | 10/2025 |
| Wells Fargo Clearing Services, Llc | Foster City | CA | 08/2018 | 10/2025 |
| Morgan Stanley Smith Barney Llc | San Mateo | CA | 10/2025 | 11/2025 |
| Wells Fargo Bank, Na | Foster City | CA | 12/2025 | Present |
| Wells Fargo Clearing Services, Llc | Foster City | CA | 12/2025 | Present |
RENTAL PROPERTY / INVESTMENT RELATED / ELK GROVE,CA / 100% OWNERSHIP / START 01-MARCH-2020 / 0 HOURS / OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-25 |
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