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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
Longview, TX • United States
407 E Methvin St #300, Longview , TX 75601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephen F. Austin State University | Nacogdoches | TX | 08/2015 | 12/2019 |
| City Of Longview | Longview | TX | 05/2016 | 05/2018 |
| Wells Fargo Advisors | Tyler | TX | 06/2018 | 04/2020 |
| Fidelity Investments | Westlake | TX | 05/2020 | 05/2021 |
| Fidelity Investments | Westlake | TX | 05/2021 | 05/2022 |
| Fidelity Investments | Westlake | TX | 05/2022 | 07/2022 |
| Fidelity Investments | Westlake | TX | 07/2022 | 11/2023 |
| Fidelity Investments | Westlake | TX | 11/2023 | 04/2024 |
| Wells Fargo Advisors | Longview | TX | 04/2024 | 03/2025 |
| &Partners | Nashville | TN | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-16 |
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