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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 | 2026-05-21 |
Branch Locations
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 | Oceanside | CA | 05/2026 | Present |
| Wells Fargo Bank, Na | Oceanside | CA | 05/2026 | Present |
| W&S Brokerage Services, Inc. | San Diego | CA | 11/2023 | 07/2024 |
| Western & Southern Life | San Diego | CA | 11/2023 | 07/2024 |
| Self-Employed | Carlsbad | CA | 06/2021 | 10/2023 |
| Redfin | Carlsbad | CA | 06/2020 | 07/2021 |
| Unemployed | Carlsbad | CA | 04/2020 | 06/2020 |
| Redfin | Carlsbad | CA | 02/2020 | 04/2020 |
| Shafran Realty Group | Carlsbad | CA | 09/2019 | 02/2020 |
| Fathom Realty - Self-Employed (1099) | Oceanside | CA | 12/2018 | 09/2019 |
| Redfin | Carlsbad | CA | 01/2018 | 12/2018 |
| Remax Gateway - Self-Employed (1099) | Gainesville | VA | 11/2014 | 01/2018 |
| Self-Employed | Carlsbad | CA | 10/2022 | 10/2023 |
| Jpmc Bank Na (Southwest) | Encinitas | CA | 07/2024 | 05/2026 |
| J.P. Morgan Securities Llc | Encinitas | CA | 07/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-16 |
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