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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-11 |
| CA | RA | APPROVED | 2023-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | San Diego | CA | 11/2015 | 03/2023 |
| Wells Fargo Clearing Services Llc | San Diego | CA | 05/2018 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 03/2023 | Present |
| Grossmont Community College | San Diego | CA | 08/2015 | 05/2022 |
| Bank Of America N.A. | San Diego | CA | 04/2023 | Present |
Rental Property 1 For profit or not for profit: FOR PROFIT Name of outside business organization: NONE Investment related: NO Address of business: NO business Nature of business: I own the condo. I rent it out to a tenant for a monthly rent amount. Compensation for Activity (Yes/No only): NONE Position, title, association: NONE Start date of relationship: 12/2021 Number of hours devoted: 1 Number of hours devoted during trading hours: 0 Duties: Just own the condo and rent it out to a tenant. The only compensation I receive is rent every month. I*1417282 For profit or not for profit: Entity For Profit Name of outside business organization: Jesus Loje Investment related: N Address of business: santee, California, 92071, United States Nature of business: ["Sole Proprietorship"] Position, title, association: ["Other"], Start date of relationship: 8/12/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Just a notary for when friends want a document notarized i will help., notarizing signatures for friends and family on non business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-14 |
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