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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 | 2015-02-20 |
Branch Locations
600 E Taylor St Ste 1000, Sherman, TX 75090 • United States
6657 Virginia Pkwy, Ste 200 [Office Of Convenience], Mckinney, TX 75071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encore Wire Corporation | Mckinney | TX | 03/2006 | Present |
| True North Advisors, Llc | Dallas | TX | 12/2005 | Present |
| Wells Fargo Advisors, Llc | Sherman | TX | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sherman | TX | 11/2016 | Present |
LAKE TEXOMA MUNICIPAL UTILITY DISTRICT (MUD) NO. 1 (PRESTON HARBOR); NOT INV. RELATED; DENISON, TX; BOARD OF DIRECTORS; START DATE 5/2024; 1 HOUR PER MONTH; 1 HOUR DURING NORMAL BUSINESS HOURS; DUTIES: ATTEND MEETINGS, MANAGE AND CONTROLL ALL OF THE AFFAIRS OF THE MUD, ESTABLISH POLICIES IN THE INTEREST OF THE RESIDENTS AND UTILITY CUSTOMERS. | COURT APPOINTED SPECIAL ADVOCATES (CASA) OF GRAYSON COUNTY; NOT INV. RELATED; SHERMAN, TX; ADVOCATE FOR CHILD IN FOSTER SYSTEM; START DATE 4/17/2024; 1 HOUR PER MONTH; 1 HOUR DURING BUSINESS; DUTIES: ATTEND MEETINGS; REVIEW CURRENT FINANCIALS AND PRESENT TO THE BOARD, OVERSEE BUDGET AND EXPENDITURES. | JOF HOLDINGS LLC-DBA (JOURNEY OF FAITH); INV RELATED; PROSPER, TX; 100% OWNER WITH SPOUSE; 05/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; LLC FOR YOGA BUSINESS AND REAL ESTATE HOLDINGS | JOF HOLDINGS, LLC - AMAZON SELLER FBA E-COMMERCE STORE; INV RELATED; PROSPER, TX; 100% OWNERSHIP WITH SPOUSE; 05/2025; 1 HOUR PER MONTH; 0 DURING TRADING; SELLING PRODUCTS ON AMAZON | JOF HOLDINGD, LLC; INV RELATED; PROSPER, TX; 100% OWNERSHIP WITH SPOUSE; 06/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING; CONSULTING SMALL BUSINESS OWNERS IN THE MARKET TOWN OF PROSPER, TEXAS; NOT INV RELATED;PROSPER ,TX; ADVISORY COMMITTEE MEMBER; START DATE: 05/13/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-20 |
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