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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-08 |
| TX | RA | APPROVED | 2025-08-08 |
Branch Locations
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
7600 Wisconsin Ave 100 [Satellite], Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Wealth Management | Washington | DC | 01/2019 | 06/2019 |
| Filson Outfitters | Washington | DC | 10/2018 | 01/2019 |
| The American University Of Paris | Paris | 01/2016 | 05/2018 | |
| United States Senate | Washington | DC | 09/2017 | 12/2017 |
| Unesco | Paris | 01/2018 | 04/2018 | |
| Obrien Creative | Charlotte | NC | 06/2019 | 08/2019 |
| Northwestern Mutual Investment Services Llc | Washington | DC | 07/2019 | 06/2020 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 09/2020 | 04/2024 |
| J.P. Morgan Securities Llc | Washington | DC | 05/2024 | 08/2024 |
| Unemployed | Washington | DC | 07/2020 | 08/2020 |
| Unemployed | Charlotte | NC | 06/2018 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 09/2024 | 08/2025 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-03 |
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