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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2020-02-28 |
| TX | RA | APPROVED | 2020-02-28 |
Branch Locations
2660 Eastchase Ln Ste 301, Montgomery, AL 36117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | Montgomery | AL | 11/2009 | 02/2020 |
| Wells Fargo Clearing Services, Llc | Montgomery | AL | 02/2020 | Present |
POWER OF ATTORNEY FOR FATHER; INV RELATED; MONTGOMERY, AL; POA; 03/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; ASSIST PARENTS WITH FINANCIAL AND INVESTMENT MATTERS | POWER OF ATTORNEY FOR MOTHER; INV RELATED; MILLBROOK, AL; POA; 03/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; HELP MOTHER WITH FINANCIAL MATTERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-20 |
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