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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 | 2025-07-23 |
Branch Locations
6964 Boulevard 26, North Richland Hills, TX 76180 • United States
111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Austin | TX | 03/2025 | Present |
| Wells Fargo Bank, Na | Austin | TX | 11/2023 | Present |
| Olive Garden | College Station | TX | 05/2022 | 12/2023 |
| Grand Station Entertainment | College Station | TX | 01/2022 | 09/2022 |
| The Summit Interquest | Colorado Springs | CO | 11/2019 | 01/2022 |
| Sonic | Peyton | CO | 07/2019 | 11/2019 |
| Falcon High School | Peyton | CO | 08/2017 | 11/2019 |
| Ramstein High School | Ramstein | 08/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-29 |
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