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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-24 |
Branch Locations
2801 Highway 280 S Ste 400 [A1-Rbo], Birmingham, AL 35223 • United States
525 Madison St, Huntsville, AL 35801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cameron University Recreation Center | Lawton | OK | 01/2014 | 10/2016 |
| Texas Star Photo | Austin | TX | 11/2016 | 08/2018 |
| 24 Hour Fitness | Carrollton | TX | 08/2019 | 01/2020 |
| Amazon | Fort Worth | TX | 10/2017 | 02/2018 |
| Target | Grapevine | TX | 01/2020 | 08/2020 |
| Charles Schwab | Westlake | TX | 09/2018 | 06/2019 |
| Not Employed | Euless | TX | 09/2020 | 11/2020 |
| Fidelity Investments | Westlake | TX | 12/2020 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Decatur | AL | 08/2025 | Present |
| Wells Fargo Bank, Na | Decatur | AL | 07/2025 | Present |
| Sam's Club | Huntsville | AL | 07/2024 | 06/2025 |
| Outback Steakhouse | Madison | AL | 11/2023 | 07/2024 |
| Not Employed | Somerville | AL | 05/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-29 |
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