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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 | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2018 | 01/2023 |
| Inwood National Bank | Dallas | TX | 07/2013 | 10/2017 |
| United States Small Business Administration | Fort Worth | TX | 11/2017 | 04/2018 |
| J.P. Morgan Securities Llc | Dallas | TX | 06/2023 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 06/2023 | 03/2025 |
| Unemployed | Dallas | TX | 02/2023 | 05/2023 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-07 |
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