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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 | 2021-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Frisco | TX | 06/2016 | 01/2021 |
| Merit Financial Group, Llc (Dba: Merit Financial Advisors) | Frisco | TX | 10/2017 | 01/2021 |
| Wells Fargo Clearing Services, Llc | Sherman | TX | 01/2021 | Present |
GRAYSON COUNTY CHILDREN'S ADVOCACY CENTER, INV RELATED, SHERMAN, TX, FINANCE COMMITTEE CHAIR, START 9/1/2022, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, LEADING MEETINGS, DISCUSSING BALANCE SHEET AND CASH FLOW. | DOWTOWN SHERMAN NOW, INVT RELATED, SHERMAN, TX, TREASURER, START 1/1/2024, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, REVIEWING THE BALANCE SHEET AND CASH FLOW STATEMENT AND REPORTING THAT INFORMATION AT OUR MONTHLY MEETINGS. | GRAYSON COUNTY CHILDREN'S ADVOVAVY CENTER; NOT INV RELATED; SHERMAN, TX; TREASURER; 01/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; ADVOCATE FOR CHILDREN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-24 |
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