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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_RES | 2026-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meridian Golf Club | Englewood | CO | 05/2016 | 05/2017 |
| Glenmoor Country Club | Englewood | CO | 05/2017 | 08/2018 |
| The Ridge At Castle Pines North | Castle Pines | CO | 05/2019 | 07/2020 |
| Aspire Healthy Energy | Chicago | IL | 04/2022 | 07/2022 |
| Ralph Englestad Arena | Grand Forks | ND | 12/2022 | 08/2023 |
| Grand Forks Country Club | Grand Forks | ND | 05/2021 | 04/2025 |
| Full Time Education | Boulder | CO | 09/2018 | 04/2019 |
| Full Time Education | Grand Forks | ND | 08/2020 | 04/2021 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 04/2025 | 04/2026 |
| Wells Fargo Clearing Services, Llc | Lakewood | CO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
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