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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank | Murphy | TX | 07/2015 | 11/2016 |
| J.P. Morgan Securities Llc | Murphy | TX | 06/2015 | 11/2016 |
| Usaa Financial Advisors, Inc | Addison | TX | 11/2016 | 05/2020 |
| Usaa Financial Planning Services | Addison | TX | 11/2016 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | San Diego | CA | 07/2020 | 09/2023 |
| Charles Schwab Bank, Ssb | San Diego | CA | 07/2020 | 09/2023 |
| Morgan Stanley | Long Beach | CA | 09/2023 | 11/2024 |
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 11/2024 | Present |
570299 - HEX3N LLC; Investment related : No; Norwalk, California; Publishing; Single Member of LLC (proprietor, partner, officer, director, employee, trustee, agent); April 2022; During business hours: 0; After business hours: 5; Single Member of LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-12 |
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