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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 | 2023-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 05/2016 | 07/2017 |
| Wells Fargo Clearing Services Llc. | Austin | TX | 07/2017 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Austin | TX | 06/2023 | Present |
VISION WEALTH GROUP LLC, INV RELATED, AUSTIN, TX, 10% OWNERSHIP, START 6/12/2023, 40 HOURS PER MONTH, 2 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-22 |
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