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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 | 2025-10-09 |
Branch Locations
77 Sugar Creek Center Blvd Ste 100, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2024 | 10/2025 |
| Rs Oilfield | Cypress | TX | 04/2021 | 09/2024 |
| Baylor University | Waco | TX | 06/2021 | 05/2024 |
| Cypress Woods High School | Cypress | TX | 08/2016 | 07/2020 |
| University Of Houston | Houston | TX | 08/2020 | 05/2021 |
| Wells Fargo Clearing Services, Llc | Sugar Land | TX | 10/2025 | Present |
BHARAT & VINA PATEL IRREVOCABLE LIFE INSURANCE TRUST; NOT INV RELATED;HOUSTON,TX; TRUSTEE/CO-TRUSTEE% OWNERSHIP; START DATE: 07/20/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; BHARAT & VEENA PATEL TRUST; INV RELATED;HOUSTON,TN; TRUSTEE/CO-TRUSTEE% OWNERSHIP; START DATE: 07/15/2026; 4 HRS PER MONTH; 4 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-07 |
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