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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 | 2019-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 10/2011 | 12/2019 |
| Bank Of America, N.A. | Plano | TX | 12/2011 | 12/2019 |
| Wells Fargo Clearing Services Llc | Plano | TX | 12/2019 | Present |
CMR CAP LLC, INV. RELATED, FRISCO, TX, 100% OWNERSHIP, START 2/17/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, ESTATE PLANNING. PRECISION DOOR SERVICE; NOT INV RELATED; WACO; TX; 50% OWNERSHIP; START: 01/01/2025; 1 HOUR A MONTH; 0 HOURS DURING TRADING; GARAGE DOOR BUSINESS. RMC CAP, LLC; INV RELATED; FRISCO, TX; ESTATE PLANNING PURPOSES;100% OWNERSHIP; START DATE: 11/13/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-07 |
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