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Sheridan, WY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-07 |
| WY | RA | APPROVED | 2024-09-10 |
Branch Locations
Severance, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 05/2016 | 01/2017 |
| Securities America, Inc. | Austin | TX | 01/2017 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated( | Georgetown | TX | 06/2019 | 05/2021 |
| Bank Of America, N. A. | Georgetown | TX | 08/2019 | 05/2021 |
| State Of Wyoming | Cheyenne | WY | 06/2021 | 08/2022 |
| Richey May & Co | Denver | CO | 08/2022 | 08/2023 |
| State Of Wyoming | Cheyenne | WY | 08/2023 | Present |
| Pride Of The West Financial, Llc | Cheyenne | WY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-08 |
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