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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 | 2025-10-22 |
Branch Locations
2033 N Main Street 9Th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596 • United States
1800 Solano Ave, Berkeley, CA 94707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Berkeley | CA | 05/2013 | 05/2022 |
| Wells Fargo Clearing Services Llc | Berkeley | CA | 01/2018 | 05/2022 |
| Target | Berkeley | CA | 09/2017 | 12/2017 |
| First Republic Bank | Oakland | CA | 06/2022 | 07/2023 |
| First Republic Securities Company, Llc | Oakland | CA | 01/2023 | 09/2023 |
| First Republic Investment Management, Inc | Oakland | CA | 01/2023 | 09/2023 |
| J.P. Morgan Securities Llc | Oakland | CA | 09/2023 | 07/2024 |
| Ihss | Richmond | CA | 02/2024 | Present |
| Jp Morgan Chase Bank, N.A. | Oakland | CA | 10/2023 | 07/2024 |
| Lpl Financial Llc | Oakland | CA | 07/2024 | 10/2025 |
| Bmo | Oakland | CA | 07/2024 | 10/2025 |
| Wells Fargo Clearing Services, Llc | Emeryville | CA | 10/2025 | Present |
| Wells Fargo Bank, Na | Emeryville | CA | 10/2025 | Present |
| Dareal Lanae Harmon Notary Public | Richmond | CA | 09/2021 | Present |
| Luxelifebrand. D Luxebloom, Vivxbeautyhouse, Muse | Richmond | CA | 12/2021 | Present |
Luxelifebrand D Luxebloom and Vivxbeautyhouse Muse - 100% Business Owner - Not Inv Related - 2 Hours/Month; 0 Hours during trading -Richmond, CA; - OBA Start Date: 12/08/2021| IHSS - In home supportive services- Not Inv Related; Caregiver; 30-50 hours/ Month; 0 hours during trading - Sacramento, CA; Start date 02/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-16 |
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