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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-05 |
Branch Locations
1833 W Hunt St Suite 100, Mckinney, TX 75069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 10/2021 | 12/2023 |
| Wells Fargo Bank, N.A. | Austin | TX | 04/2020 | 09/2021 |
| Wells Fargo Bank, N.A. | Kyle | TX | 05/2017 | 04/2020 |
| Wells Fargo Bank, N.A. | New Braunfels | TX | 06/2016 | 05/2017 |
| Edward Jones | Mckinney | TX | 01/2024 | Present |
"4K Wright Home Properties Type of business: Rental Property San Marcos, TX Start date: 8/21/2021 Owner Hours per week: 0 Hours during trading: 0 I am the property owner, and facilitate tenant and property upkeep through a 3rd party property management company, Clover Leaf Property Management."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2021-12-29 |
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