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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 | 2022-11-30 |
Branch Locations
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
3300 Preston Rd, Plano, TX 75093 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 03/2014 | 11/2022 |
| Bank Of America, N.A. | Mckinney | TX | 01/2019 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2022 | Present |
UBER DRIVER; NOT INVESTMENT RELATED; SAN FRANCISCO, CA; DELIVERY DRIVER; 01/13/2025; 16 HOURS A MONTH; NO HOURS DURING TRADING HOURS; DELIVERY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-15 |
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