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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 | 2025-11-20 |
Branch Locations
777 E. Sonterra Blvd 140 1St Fl, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 12/2022 | 03/2023 |
| Usaa | San Antonio | TX | 09/2020 | 12/2022 |
| Targetcw | San Antonio | TX | 09/2019 | 08/2020 |
| Unemployed | San Antonio | TX | 07/2019 | 08/2019 |
| Usaa | San Antonio | TX | 12/2013 | 06/2019 |
| Bank Of America, N.A. | San Antonio | TX | 02/2023 | 06/2025 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 06/2025 | 11/2025 |
| Wells Fargo Advisors Financial Network, Llc | San Antonio | TX | 11/2025 | Present |
A3 East Ventures LLC dba WaveMAX Laundry;Not Inv related; San Antonio, TX; A self-service laundromat/washateria; 40% ownership; Start date 04/01/2021; 10 hours per month; 0 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
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