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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 | 2025-04-09 |
Branch Locations
4851 Legacy Dr Ste 100, Frisco, TX 75034 • United States
201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Garland | TX | 05/2019 | 08/2023 |
| Qualified Home Solutions Llc | Garland | TX | 01/2015 | 05/2019 |
| Jpmorgan Securities Llc | Garland | TX | 05/2019 | 08/2023 |
| Wells Fargo Bank, Na | Denton | TX | 02/2025 | Present |
| Wells Fargo Clearing Services, Llc | Denton | TX | 02/2025 | Present |
| Unemployed | Sachse | TX | 09/2023 | 02/2024 |
| Comerica Bank | Dallas | TX | 02/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-10 |
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