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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 | 2026-01-10 |
Branch Locations
443 E Hwy 67, Duncanville, TX 75137 • United States
201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Duncanville | TX | 10/2025 | Present |
| Wells Fargo Bank, Na | Duncanville | TX | 08/2024 | Present |
| Starbucks | Red Oak | TX | 12/2021 | 08/2024 |
| Wingstop | Waxahachie | TX | 08/2021 | 12/2021 |
| Pov Coffee | College Station | TX | 11/2020 | 06/2021 |
| Another Broken Egg Cafe | College Station | TX | 03/2020 | 12/2020 |
| Sweet Eugene's House Of Java | College Station | TX | 08/2019 | 03/2020 |
| Chick Fil A | Bastrop | TX | 08/2017 | 08/2019 |
| Bastrop High School | Bastrop | TX | 10/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-16 |
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