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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 | 2026-05-15 |
Branch Locations
180 State Street [Satellite], Southlake, TX 76092 • United States
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities | Chicago | IL | 01/1995 | 08/2023 |
| Ameriprise Financial Services, Llc | Bedford | TX | 08/2023 | 05/2026 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 05/2026 | Present |
Business Ownership; Appling Properties LLC; Owner; Real Estate; 5801 HIGHLAND HILLS LN, , COLLEYVILLE, TX, 76034-5735; Not Investment-Related; 02/20/2007; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Comerica Financial Advisors; W-2 Comerica employee; Comerica Financial Advisor; 2120 Central Dr, , Bedford, TX, 76021; Investment-Related; 11/06/2023; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Financial Oxygen/Mastreo; Cash management platform for institutional clients.; 2120 Central Dr, , Bedford, TX, 76021; Investment-Related; 11/06/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-12 |
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