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743 W. Main Street, Coppell, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Digital Intelligence Systems Llc | Mclean | VA | 02/2020 | 06/2020 |
| Wells Fargo Clearing Services Llc | St. Louis | MO | 02/2020 | 06/2020 |
| Northwestern Mutual | Columbia | MO | 03/2019 | 01/2020 |
| Usa Hockey | St. Louis | MO | 08/2010 | 11/2019 |
| Cheddars Scratch Kitchen | Columbia | MO | 02/2018 | 05/2018 |
| Five Guys | Columbia | MO | 04/2017 | 07/2017 |
| Uber | St. Louis | MO | 04/2018 | 07/2019 |
| Wells Fargo Advisors | St Louis | MO | 06/2020 | 04/2021 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2021 | 10/2024 |
| Gds Wealth Management | Flower Mound | TX | 10/2024 | 04/2025 |
| Optimus Capital Advisors, Llc | Coppell | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-27 |
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