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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 | 2025-10-29 |
Branch Locations
1900 Fm 407, Highland Village, TX 75077 • United States
201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States
1 disclosure category 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 Bank, Na | Highland Village | TX | 04/2023 | Present |
| Wells Fargo Clearing Services, Llc | Highland Village | TX | 07/2025 | Present |
| Doordash | Denton | TX | 09/2021 | 04/2023 |
| Dominos Pizza | Allen | TX | 01/2019 | 09/2021 |
| Eclair Bistro | Mckinney | TX | 02/2017 | 12/2018 |
| Homeschool Student | Fairview | TX | 08/2013 | 05/2017 |
| Collin County Community College | Plano | TX | 08/2017 | 08/2019 |
| University Of North Texas | Denton | TX | 08/2019 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-30 |
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