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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 | 2026-07-08 |
Branch Locations
13050 Coit Rd, Dallas, TX 75240 • United States
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2016 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 01/2018 | 02/2018 |
| Bank Of America, N.A. | Frisco | TX | 02/2018 | 11/2023 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
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