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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-24 |
Branch Locations
500 Chestnut Street Suite 1300, Abilene, TX 79602 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Abilene | TX | 06/2009 | 04/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2020 |
| Wells Fargo Clearing Services, Llc | Abilene | TX | 04/2020 | 09/2024 |
| Stifel, Nicolaus & Company, Incorporated | Abilene | TX | 09/2024 | Present |
1. 629 Productions, LLC; 1002 Elmwood Drive Abilene TX 79605; A production company we started for our daughter's modeling, acting, singing, dancing & makeup/hair career; Co-owner with my wife, Rhonda; We are financially supporting our daughter's career; 09/01/2023; 10 hrs/year; Not during securities trading hours; Not Investment-Related 2. The Six29 Collection, LLC; 1002 Elmwood Drive Abilene TX 79605; ST Rental property, 1025 Washington Blvd, Abilene TX 79602; Own the property with my wife Rhonda; None; 09/23/2023; 2 hrs/month; Not during securities trading hours; Investment-Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-23 |
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