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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
5550 Granite Pkwy Suite 115, Plano, TX 75024-3704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Hoover | AL | 04/2013 | 03/2017 |
| Wells Fargo Clearing Services, Llc. | Homewood | AL | 04/2017 | 08/2019 |
| Bank Of America/Merrill Lynch | Birmingham | AL | 08/2019 | 07/2021 |
| Fisher Investments | Plano | TX | 09/2021 | 10/2025 |
| Unemployed | Plano | TX | 08/2021 | 09/2021 |
| Edward Jones | St. Louis | MO | 11/2025 | Present |
| Unemployed | Plano | TX | 10/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-15 |
| S66 | Uniform Combined State Law Examination | 2014-10-31 |
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