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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 |
|---|---|---|---|
| SD | RA | APPROVED | 2025-04-11 |
| TX | RA | APPROVED | 2025-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 08/2021 | 02/2023 |
| Hub City Lawn Care Llc | Aberdeen | SD | 03/2018 | 08/2020 |
| Aberdeen Christian High School | Aberdeen | SD | 08/2016 | 05/2020 |
| Northern State University | Aberdeen | SD | 08/2020 | Present |
| Home Depot | Queen Creek | AZ | 09/2020 | 10/2020 |
| Wells Fargo | Gilbert | AZ | 10/2020 | 04/2021 |
| Moccasin Creek Country Club | Aberdeen | SD | 09/2017 | 11/2017 |
| Allevity Entertainment | Aberdeen | SD | 11/2019 | 06/2020 |
| Unemployed | Queen Creek | AZ | 04/2021 | 07/2021 |
| E*Trade Securities Llc | Gilbert | AZ | 09/2022 | 02/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2023 | 07/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2023 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Aberdeen | SD | 07/2024 | 04/2025 |
| Wells Fargo Advisors Financial Network, Llc | Aberdeen | SD | 04/2025 | Present |
HOLTEY FINANCIAL LLC; INV RELATED; ABERDEEN, SD; 1% OWNERSHIP; 04/11/2025; 125 HOURS PER WEEK; 125 HOURS DURING TRADING; FINET PRACTICE SALT AND LIGHT FOUNDATION; NOT INV RELATED; ABERDEEN, SD; COMMUNITY SUPPORT; BOARD MEMBER; START DATE: 11/30/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-24 |
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