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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 | 2026-06-22 |
Branch Locations
The Colony, TX • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-22 |
Branch Locations
3727 Williams Dr, Georgetown, TX 78628 • United States
The Colony, TX • United States
5825 Stags Leap Dr. #4094, The Colony, TX 75056 • United States
Carrollton, TX • United States
17 Cowboys Way Ste 500, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 10/2020 | Present |
| Cmm Llp | Woodland Hills | CA | 10/2019 | 10/2020 |
| Wells Fargo | Encino | CA | 06/2019 | 10/2019 |
| Foot Locker | Thousand Oaks | CA | 01/2018 | 06/2019 |
| California State Channel Islands | Camarillo | CA | 08/2018 | 06/2019 |
| Unemployed/Student | N/A | CA | 07/2016 | 01/2018 |
| Charles Schwab Bank, Ssb | Westlake | TX | 09/2021 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Georgetown | TX | 04/2025 | Present |
| Wells Fargo Advisors Financial Network | The Colony | TX | 06/2026 | Present |
TWITCH; NOT INV RELATED; SAN FRANCISCO, CA; STREAMER; 09/2024; 16 HOURS PER MONTH; 0 DURING TRADING; STREAM VIDEO GAMES TIKTOK; NOT INV RELATED; CULVER CITY, CA; STREAMER; 07/2025; 16 HOURS PER MONTH; 0 DURING TRADING; LIVE STREAMING PLATFORM FOR GAMERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-13 |
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