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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 | 2025-04-29 |
Branch Locations
813 W Montgomery St Ste 100, Willis, TX 77378 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Willis | TX | 01/2025 | Present |
| Wells Fargo Bank, Na | Willis | TX | 11/2018 | Present |
| Jcpenney | Dayton | OH | 05/2017 | 11/2018 |
| Full Time Education | Dayton | TX | 08/2013 | 05/2017 |
| Us Army Reserves | Houston | TX | 03/2023 | Present |
US Army Reserves; Not Inv Related; Houston, TX; Communications Specialist for the 450th Chemical BN in Houston, TX; start date 03/31/2023; 16 hours per month; 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-03 |
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