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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-28 |
Branch Locations
2030 Mallory Ln, Franklin, TN 37067 • United States
6075 Poplar Ave Ste 650 [Tv-Rbo], Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 03/2025 | Present |
| Wells Fargo Bank, Na | Brentwood | TN | 08/2024 | Present |
| Deloitte Ltd | Edinburgh | 06/2023 | 07/2023 | |
| University Of Edinburgh | Edinburgh | 09/2020 | 07/2024 | |
| Wheaton College | Wheaton | IL | 08/2019 | 06/2020 |
| Delaware County Christian School | Newtown Square | PA | 08/2016 | 05/2019 |
| University Of Edinburgh Business School, Student Development | Edinburgh | 08/2023 | 07/2024 | |
| Vintage Byob | Cape May | NJ | 06/2020 | 07/2024 |
| Glory Ridge | Marshall | NC | 06/2019 | 07/2019 |
| Christus Rex Llc | Brentwood | TN | 07/2024 | Present |
CHRISTUS REX; NOT INV RELATED; BRENTWOOD, TN; 100% OWNERSHIP; 07/2024; 2 HOURS PER MONTH; 0 DURING TRADING; CHRISTIAN LIFE COACHING COMPANY | Door Dash; non-investment related; San Francisco, CA; Delivery Driver; start date 8/18/25; 30 hours a month 0 during trading; | University of Edinburgh Business School; non-investment related; Edinburgh, UK; External Coach; start date 9/8/25; 4 hours per month 0 during trading;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-25 |
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