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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 | 2026-01-01 |
Branch Locations
505 Round Rock Ave, Round Rock, TX 78664 • United States
111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Round Rock | TX | 03/2024 | Present |
| Wells Fargo Clearing Services, Llc | Round Rock | TX | 09/2025 | Present |
| First National Bank Texas | Temple | TX | 03/2023 | 03/2024 |
| Starbucks | Norfolk | VA | 01/2023 | 03/2023 |
| Revature | Norfolk | VA | 08/2022 | 01/2023 |
| Self Employed | Brooklyn | NY | 08/2016 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-03 |
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