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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 | 2026-03-04 |
Branch Locations
550 Reserve St Ste 500 [Uo-Rbo], Southlake, TX 76092 • United States
6201 Long Prairie Rd, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Flower Mound | TX | 11/2025 | Present |
| Wells Fargo Bank, Na | Flower Mound | TX | 09/2023 | Present |
| Wells Fargo Bank, Na | Denton | TX | 01/2022 | 09/2023 |
| Mayhill Hopsital | Denton | TX | 12/2021 | 01/2022 |
| Lionheart Children'S Academy | Argyle/Grapevine | TX | 05/2021 | 10/2021 |
| Cross Timbers Church | Argyle | TX | 08/2020 | 04/2021 |
| University Of North Texas | Denton | TX | 08/2018 | 04/2021 |
| Texas Woman'S University | Denton | TX | 08/2021 | 07/2023 |
| Which Wich- University Of North Texas | Denton | TX | 09/2018 | 12/2018 |
| University Of North Texas | Denton | TX | 01/2019 | 03/2019 |
| Unt Office Of Disability Access | Denton | TX | 05/2019 | 06/2020 |
| Hallmark | Sugar Land | TX | 09/2017 | 07/2018 |
| Rue21 | Richmond | TX | 05/2016 | 07/2017 |
| George Ranch High School | Richmond | TX | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-05 |
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