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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 | 2024-07-29 |
Branch Locations
10999 Interstate 10 5Th Fl [Ta-Rbo], San Antonio, TX 78230 • United States
1100 E Jackson Ave, Mcallen, TX 78503 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Mcallen | TX | 10/2019 | 03/2021 |
| Mml Investors Services Llc | Mcallen | TX | 02/2020 | 03/2021 |
| Wells Fargo Bank | Mcallen | TX | 05/2016 | 10/2019 |
| Edward Jones | St Louis | MO | 03/2021 | 01/2024 |
| Lpl Financial Llc | Mcallen | TX | 01/2024 | 07/2024 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-06 |
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