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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 | 2025-09-25 |
Branch Locations
5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • United States
28211 Crown Valley Pkwy, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Irvine | CA | 01/2015 | 11/2021 |
| Wells Fargo Clearing Services Llc | Irvine | CA | 03/2018 | 12/2021 |
| Jpmorgan Chase Bank, N.A. | Orange | CA | 12/2021 | 11/2022 |
| J.P. Morgan Securities Llc | Orange | CA | 12/2021 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden Grove | CA | 11/2022 | 09/2025 |
| Bank Of America, N.A. | Garden Grove | CA | 01/2023 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Laguna Niguel | CA | 09/2025 | Present |
| Wells Fargo Bank, Na | Laguna Niguel | CA | 09/2025 | Present |
RENTAL PROPERTY -GRAMERCY; INV RELATED; IRVINE, CA; RESIDENTIAL PROPERTY;50% OWNERSHIP; START DATE: 12/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-17 |
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