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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 | 2026-03-13 |
Branch Locations
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
131 N Denton Tap Rd, Coppell, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Coppell | TX | 11/2025 | Present |
| Wells Fargo Bank, Na | Coppell | TX | 09/2023 | Present |
| Schlotzkys/ Albert Enterprises | Plano | TX | 09/2019 | 09/2023 |
| Wylie East Highschool | Wylie | TX | 08/2018 | 05/2020 |
| Appoquinimink High School | Middletown | DE | 08/2016 | 08/2018 |
| Beehive Homes Of Mckinney | Mckinney | TX | 10/2025 | Present |
BeeHive Homes of McKinney, Not investment related, 8720 Silverado Trail, McKinney, TX 75070, senior care facility, overnight caregiver position, started 10/19/2025, 20 hours, 0 hours during trading hours. Duties are to take care of the residence needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-14 |
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