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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 | 2024-03-05 |
| CA | RA | APPROVED | 2023-12-21 |
Branch Locations
2366 Jamacha Rd, El Cajon, CA 92019 • United States
1235 Avocado Ave, El Cajon, CA 92020 • United States
5610 Lake Murray Blvd, La Mesa, CA 91942 • United States
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2023 | Present |
| Stepstone Group | La Jolla | CA | 02/2021 | 10/2023 |
| University Of California - San Diego | La Jolla | CA | 09/2019 | 03/2023 |
| Valhalla High School | El Cajon | CA | 08/2015 | 08/2019 |
GENIE CAR WASH LLC, NOT INV RELATED, TUSTIN, CA, 10% OWNERSHIP, START 11/20/2020, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, PASSIVE OWNERSHIP IN CAR WASH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
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