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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| CA | RA | APPROVED | 2024-03-27 |
Branch Locations
11249 Gold Country Blvd Suite 150, Gold River, CA 95670 • United States
5676 Elvas Ave Suite 100, Sacramento, CA 95819 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2023 | Present |
| Plantronics | Santa Cruz | CA | 12/2015 | 09/2016 |
| Mrv/ Adva Optical | Los Gatos | CA | 03/2017 | 09/2017 |
| Unemployed | Los Gatos | CA | 10/2017 | 02/2018 |
| Quali | Santa Clara | CA | 03/2018 | 10/2018 |
| Nike | Santa Clara | CA | 11/2018 | 03/2019 |
| Medely | Los Gatos | CA | 03/2019 | 09/2019 |
| Whitlock/Avispl | Fremont | CA | 11/2019 | 09/2020 |
| Aver Media | Fremont | CA | 10/2020 | 02/2022 |
| Logitech | Fremont | CA | 03/2022 | 07/2022 |
| Contour Design | Orinda | CA | 09/2022 | 07/2023 |
| Unemployed | Roseville | CA | 08/2023 | 11/2023 |
| Unemployed | Newark | CA | 10/2016 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-21 |
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