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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 | 2025-03-21 |
Branch Locations
13215 Bee Cave Parkway Building A, Suite 125, Bee Cave, TX 78738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2018 | 12/2018 |
| Aggieland Credit Union | College Station | TX | 11/2015 | 04/2018 |
| Wells Fargo Clearing Services Llc | Bee Cave | TX | 04/2019 | 03/2025 |
| Unemployed | Georgetown | TX | 01/2019 | 03/2019 |
| Wells Fargo Advisors Financial Network, Llc | Bee Cave | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-06 |
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