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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 | 2026-01-12 |
Branch Locations
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
2820 Flower Mound Rd, Flower Mound, TX 75022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Plano | TX | 10/2025 | Present |
| Wells Fargo Bank, Na | Plano | TX | 04/2024 | Present |
| Smoothie King | Irving | TX | 02/2024 | 04/2024 |
| Chick-Fil-A | Austin | TX | 09/2023 | 11/2023 |
| Target | Weatherford | TX | 10/2022 | 06/2023 |
| Smoothie King | Weatherford | TX | 02/2022 | 10/2022 |
| Smoothie King | Weatherford | TX | 10/2021 | 02/2022 |
| Chick-Fil-A | Weatherford | TX | 08/2021 | 10/2021 |
| Smoothie King | Weatherford | TX | 05/2021 | 08/2021 |
| Full-Time Education | Weatherford | TX | 10/2015 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-16 |
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