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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 | 2018-11-30 |
Branch Locations
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
1775 W Eldorado Pkwy, Mckinney, TX 75069 • United States
2020 W University Dr, Mckinney, TX 75071 • United States
8988 Preston Rd, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Mckinney | TX | 06/2011 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 11/2018 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 12/2018 | Present |
CMJ, LLC - 30% OWNERSHIP, INVT RELATED, SALT LAKE CITY, UT, 30% OWNERSHIP, START DATE 8/15/2019, 2 HRS PER MONTH, 0 HRS DURING TRADING, FINANCIAL INVESTOR. NORTH BENCH LLC, INV RELATED, OAKLEY, UT, 13% OWNERSHIP, START DATE 11/13/2023, 1 HOUR PER MONTH, 0 DURING TRADING, CO-OWNER. RENTAL PROPERTY, INV RELATED, OAKLEY, UT, 13% OWNERSHIP, START DATE 11/28/2023, 2 HOUR PER MONTH, 0 DURING TRADING, CO-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-17 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-30 |
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