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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_RES | 2023-09-22 |
| TN | RA | APPROVED | 2020-06-17 |
| AL | RA | APPROVED | 2020-06-15 |
Branch Locations
210 Royal Oaks Blvd, Franklin, TN 37064 • United States
5415 Maryland Way, Brentwood, TN 37027 • United States
6075 Poplar Ave Ste 650 [Tv-Rbo], Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Naples | FL | 08/2015 | 11/2016 |
| Wells Fargo Bank Na | Naples | FL | 02/2014 | 06/2017 |
| Wells Fargo Clearing Services Llc | Ft Myers | FL | 11/2016 | 06/2017 |
| Wells Fargo Bank, Na | Naples | FL | 12/2017 | Present |
| Wells Fargo Clearing Services, Llc | Naples | FL | 01/2018 | Present |
| Bank Of America | Marco Island | FL | 06/2017 | 12/2017 |
| Starbucks | Marco Island | FL | 10/2017 | 12/2017 |
| Little Caesars | Marco Island | FL | 12/2017 | Present |
LAZ PARKING @ HARPETH HOTEL - PORTER; NOT INV RELATED; FRANKLIN, TN; PARTIME WORK; PORTER; START DATE: 10/10/2025; 80 HRS PER MONTH; 0 HRS DURING TRADING;| RED DOG WINE & SPIRITS; NOT INV RELATED; FRANKLIN, TN; RETAIL SALES OF WINE & SPIRITS; CASHIER/CLERK; START DATE: 10/03/2025; 20 HRS PER MONTH; 0 HRS DURING TRADING;| UBER; NOT INV RELATED;SAN FRANCISCO,CA; RIDE SHARES AND DELIVERIES; DRIVER; START DATE: 05/28/2026; 80 HRS PER MONTH; 0 HRS DURING TRADING; LYFT; NOT INV RELATED;SAN FRANCISCO,CA; TRANSPORTATION AND DELIVERY; DRIVER; START DATE: 05/28/2026; 80 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-16 |
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