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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 | 2026-07-03 |
Branch Locations
1300 4Th St, Santa Monica, CA 90401 • United States
350 W Colorado Blvd Ste 390 [Ll-Rbo], Pasadena, CA 91105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2024 | 09/2024 |
| Tregan Golf Academy | Los Angeles | CA | 10/2023 | 12/2024 |
| University Of California, Santa Cruz | Santa Cruz | CA | 09/2021 | 09/2023 |
| Golftec | Santa Monica | CA | 05/2021 | 09/2021 |
| Santa Monica College (Smc) | Santa Monica | CA | 08/2020 | 07/2021 |
| Syracuse University | Syracuse | NY | 08/2019 | 08/2020 |
| Milken Community School | Los Angeles | CA | 08/2013 | 08/2019 |
| Krost Cpas | Los Angeles | CA | 06/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sunland | CA | 11/2024 | 06/2026 |
| Bank Of America, N.A. | Sunland | CA | 02/2025 | 06/2026 |
| Wells Fargo Clearing Services, Llc | Santa Monica | CA | 06/2026 | Present |
| Wells Fargo Bank, Na | Santa Monica | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
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