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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
1081 Camino Del Rio S [Office Of Convenience], San Diego, CA 92108 • United States
1551 N Tustin Ave Ste 100, Santa Ana, CA 92705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | Saint Cloud | MN | 03/2023 | 01/2026 |
| Blue Ocean Harumama | San Diego | CA | 10/2022 | 09/2024 |
| Assured Partners Insurance Services | San Diego | CA | 05/2022 | 08/2022 |
| San Diego State University | San Diego | CA | 08/2019 | 06/2023 |
| Mr. Moto Pizza | San Diego | CA | 06/2021 | 08/2021 |
| Banzai Bowls | San Diego | CA | 05/2019 | 08/2019 |
| Newport Harbor High School | Newport Beach | CA | 08/2015 | 06/2019 |
| Wells Fargo Advisors Financial Network, Llc | San Diego | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
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