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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 | 2026-01-15 |
Branch Locations
6250 Delaware Street Suite B 1St Fl, Beaumont, TX 77706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Beaumont | TX | 03/2015 | 05/2021 |
| Wells Fargo Clearing Services, Llc | Beaumont | TX | 05/2021 | 01/2026 |
| Wells Fargo Advisors Financial Network, Llc | Beaumont | TX | 01/2026 | Present |
MCGALLION FAMILY HOLDINGS LLC; INV RELATED;BEAUMONT,TX; HOLDING COMPANY FOR OUR BUSINESS AT FINET;100% OWNERSHIP; START DATE: 01/16/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; TRILLIUM PRIVATE WEALTH LLC; INV RELATED;BEAUMONT,TX; FINET PRACTICE;50% OWNERSHIP; START DATE: 01/16/2026; 1200 HRS PER MONTH; 1200 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-23 |
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