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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 | 2025-09-15 |
Branch Locations
550 Reserve St., Ste 500 Granite Place, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Southlake | TX | 07/2025 | Present |
| James Madison University | Harrisonburg | VA | 08/2021 | 05/2025 |
| Bank Of New York | Houston | TX | 06/2024 | 08/2024 |
| Fidelity Investments | Westlake | TX | 06/2023 | 08/2023 |
| Rally House | Southlake | TX | 12/2022 | 01/2023 |
| Southlake Carroll High School | Southlake | TX | 08/2015 | 05/2021 |
| Unemployed | Southlake | TX | 05/2021 | 08/2021 |
| Unemployed | Southlake | TX | 05/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-13 |
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