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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 | 2022-07-25 |
| KY | RA | APPROVED | 2022-02-17 |
Branch Locations
3285 Blazer Pkwy Suite 100, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonvillle | FL | 02/2012 | 07/2017 |
| Wells Fargo Clearing Services Llc | Lexington | KY | 07/2017 | 06/2021 |
| Charles Schwab & Co., Inc. | Lexington | KY | 06/2021 | 02/2022 |
| Charles Schwab Bank, Ssb | Lexington | KY | 06/2021 | 02/2022 |
| Wells Fargo Advisors Financial Network, Llc | Lexington | KY | 02/2022 | Present |
RENTAL PROPERTY; INV. RELATED; MCMECHEN,WV; 33.33% OWNERSHIP; START DATE 01/25/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-11 |
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