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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 | 2024-10-03 |
Branch Locations
111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Austin | TX | 10/2015 | 11/2016 |
| Wells Fargo Bank, Na | Austin | TX | 05/2012 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 05/2011 | 09/2023 |
| Texas Capital Bank Private Wealth Advisors | Austin | TX | 01/2024 | 09/2024 |
| Texas Capital Bank | Austin | TX | 01/2024 | 09/2024 |
| Tcbi Securities | Austin | TX | 01/2024 | 09/2024 |
| Bank Ozk | Cedar Park | TX | 09/2023 | 01/2024 |
| Wells Fargo Clearing Services, Llc | Lakeway | TX | 09/2024 | Present |
| Wells Fargo Bank, Na | Lakeway | TX | 09/2024 | Present |
MKR PROPERTIES, LLC, NOT INV RELATED, AUSTIN, TX, 50% OWNERSHIP WITH SPOUSE, START: 1/6/2010 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: LEASING AND TAXES. MKR PROPERTIES OWNS 3 COMMERCIAL RETAIL STRIP CENTERS THAT ARE LEASED OUT TO VARIOUS BUSINESSES. COMMERCIAL RENTAL PROPERTY, INVT RELATED, MANOR, TX, 50% OWNERSHIP, START DATE 1/14/2016, 5 HRS PER MONTH, 0 HRS DURING TRADING, COMMERCIAL STRIP MALL. COMMERCIAL RETAIL STRIP CENTER, INVT RELATED, CEDAR PARK, TX, 25% OWNERSHIP, START DATE 2/1/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING. COMMERCIAL RETAIL STRIP CENTER. COMMERCIAL RENTAL PROPERTY, INVT RELATED, AUSTIN, TX, 25% OWNERSHIP, RETAIL STRIP CENTER, START DATE 1/6/2014, 5 HRS PER MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-03 |
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