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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 | 2025-08-05 |
Branch Locations
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
10310 Highway 6, Missouri City, TX 77459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Missouri City | TX | 03/2025 | Present |
| Wells Fargo Bank, Na | Missouri City | TX | 01/2022 | Present |
| Jp Morgan Chase | Houston | TX | 06/2021 | 12/2021 |
| Wells Fargo Bank, Na | Missouri City | TX | 06/2017 | 12/2021 |
| Taco Bell | Missouri City | TX | 03/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-02 |
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