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8 Dominion Drive Bldg 100-103, San Antonio, TX 78257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
9811 Katy Freeway Suite 1075, Houston, TX 77024 • United States
8 Dominion Drive Bldg 100-103, San Antonio, TX 78257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Houston | TX | 07/2016 | 01/2020 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 07/2016 | 01/2020 |
| Bok Financial Securities, Inc. | Houston | TX | 01/2020 | 12/2022 |
| Bokf, Na | Houston | TX | 01/2020 | 11/2022 |
| Ameriprise Financial Services, Llc | Houston | TX | 11/2022 | Present |
| Teamwork Financial Advisors, Llc | Houston | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-24 |
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