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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
Round Rock, TX • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Dallas | TX | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2016 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 11/2021 | 05/2022 |
| Wells Fargo Clearing Services | Tempe | AZ | 06/2022 | 10/2023 |
| Citigroup | San Antonio | TX | 10/2023 | Present |
| First Command Financial Services | Fort Worth | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-15 |
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