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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-30 |
| CA | RA | APPROVED | 2022-08-11 |
Branch Locations
203 N Glendale Ave, Glendale, CA 91206 • United States
142 E Olive Ave, Burbank, CA 91502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | La Crescenta | CA | 10/2016 | 09/2019 |
| Wells Fargo Clearing Services Llc | La Crescenta | CA | 04/2018 | 09/2019 |
| Verizon Wireless Plus | Glendale | CA | 03/2016 | 10/2016 |
| Wells Fargo Bank, Na | La Crescenta | CA | 11/2019 | 06/2022 |
| Wells Fargo Clearing Services, Llc | La Crescenta, | CA | 11/2019 | 05/2021 |
| Wells Fargo Clearing Services, Llc | La Crescenta | CA | 07/2021 | 06/2022 |
| Merrill Lynch Bank Of America | Burbank | CA | 06/2022 | Present |
| Bank Of America, N.A. | Burbank | CA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-20 |
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