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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 | 2023-02-16 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
17 Cowboys Way Ste 500, Frisco, TX 75034 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-16 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
17 Cowboys Way Ste 500, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwm, Llc | Omaha | NE | 09/2021 | 12/2021 |
| Carson Wealth | Colleyville | TX | 08/2021 | 12/2021 |
| Wells Fargo Bank | Denver | CO | 01/2013 | 06/2020 |
| Wells Fargo Bank | Denver | CO | 06/2020 | 07/2021 |
| Wells Fargo Bank | Dallas | TX | 01/2022 | Present |
| Wells Fargo Clearing Services | Dallas | TX | 04/2022 | Present |
DUPLEX RENTAL PROPERTY, INVT RELATED, DALLAS, TX, 50% OWNERSHIP, START DATE 12/6/2005, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER, PROPERTY MAINTENANCE. | POWER OF ATTORNEY FOR REX YOUNGBLOOD; NOT INV RELATED; GILMER, TX; POA; START DATE 12/27/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-17 |
| S65 | Uniform Investment Adviser Law Examination | 2008-05-22 |
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