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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2015-08-05 |
| TX | RA | APPROVED_RES | 2015-08-03 |
Branch Locations
28 W. 44Th Street Ste 1200 12Th Fl, New York, NY 10036 • United States
One N Jefferson Ave, St. Louis, MO 63103 • United States
400 E. Horsetooth Rd Suite 201, Fort Collins, CO 80525 • United States
2500 Legacy Dr Suite 226, Frisco, TX 75034 • United States
Chesterfield, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | St. Louis | MO | 08/2015 | Present |
PHOENIX REALTY INVESTMENTS LLC, INV RELATED, FLORISSANT, MO, 100% OWNERSHIP, START 1/26/2019, 15 HOURS PER MONTH, ZERO DURING TRADING, BUY REPAIR AND SELL HOMES. LUXURY TRAVEL AND EVENTS LLC, NOT INV RELATED, ST. LOUIS, MO, 100% OWNERSHIP, START 2/9/2024, 15 HOURS PER MONTH, ZERO HOURS DURING TRADING, BOOKING TRAVEL AND RECREATIONAL ACTIVITIES. MEDSTAR HEALTH HOME CARE; NOT INV RELATED; CLAYTON, MO; HEALTHCARE HOME SERVICES; CAREGIVER; START DATE: 09/15/2025; 50 HRS PER MONTH; 0 HRS DURING TRADING.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-14 |
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