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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 | 2023-01-01 |
Branch Locations
427 Corte Madera Town Ctr, Corte Madera, CA 94925 • United States
3700 Old Redwood Hwy Ste 108 [Nj-Rbo], Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Mill Valley | CA | 12/2013 | Present |
| Wells Fargo Clearing Services Llc | San Rafael | CA | 01/2018 | Present |
| Arco | Mill Valley | CA | 03/2013 | Present |
ARCO GAS STATION, NOT INV RELATED, MILL VALLEY, CA, BOOK KEEPER, START 6/18/2018, 64 HOURS PER MONTH, ZERO DURING TRADING, CLOSING CASHIERS SHIFT AND BUSINESS DAY, PAY VENDORS, AND RECONCILIATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-25 |
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