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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 | 2026-02-02 |
Branch Locations
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
550 Reserve St., Ste 500 Granite Place, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Waterhouse Investor Services, Inc. | Fort Worth | TX | 04/2006 | 07/2021 |
| Charles Schwab & Co., Inc. | Southlake | TX | 07/2021 | 01/2024 |
| Charles Schwab Bank, Ssb | Southlake | TX | 07/2021 | 01/2024 |
| Navy Federal Financial Group, Llc | North Richland Hills | TX | 04/2024 | 12/2025 |
| Navy Federal Investment Services, Llc | North Richland Hills | TX | 04/2024 | 12/2025 |
| Navy Federal Financial Group, Llc | Keller | TX | 12/2025 | 02/2026 |
| Navy Federal Investment Services, Llc | Keller | TX | 12/2025 | 02/2026 |
| Wells Fargo Clearing Services, Llc. | Fort Worth | TX | 02/2026 | Present |
| Ameritrade, Inc. | Fort Worth | TX | 10/2000 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-03 |
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