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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-28 |
Branch Locations
1500 Custer Rd, Plano, TX 75075 • United States
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
4851 Legacy Dr Ste 100, Frisco, TX 75034 • United States
15216 Montfort Dr, Dallas, TX 75248 • United States
3701 Belt Line Rd, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 04/2019 | 09/2021 |
| Bmo Harris Bank Na | Northbrook | IL | 07/2018 | 04/2019 |
| State Farm Insurace | Glenview | IL | 01/2018 | 07/2018 |
| Academy Bank Na / Dickinson Financial Corp | Columbia | MO | 08/2014 | 08/2017 |
| Jpmorgan Chase Bank N.A. | Chicago | IL | 04/2019 | 09/2021 |
| Jc Penny | Columbia | MO | 08/2017 | 12/2017 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 10/2021 | 07/2022 |
| Wells Fargo Bank, Na | Bethesda | MD | 09/2021 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 07/2022 | 08/2023 |
| University Of Arizona - Gs | Tucson | AZ | 05/2020 | 11/2021 |
| University Of Missouri | Columbia | MO | 08/2015 | 12/2017 |
| Bank Of America, N.A. | Dallas | TX | 07/2022 | 08/2023 |
| Pnc Investments Llc | Dallas | TX | 08/2023 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 10/2024 | Present |
WEALTH WEAVER; NOT INV RELATED;LAS VEGAS,NV; BUDGETING APP FOR CHILDREN AND YOUNG ADULTS. ;24% OWNERSHIP; START DATE: 04/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-01 |
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