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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 | 2026-05-20 |
Branch Locations
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
5015 Eldorado Pkwy, Frisco, TX 75033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Frisco | TX | 08/2022 | Present |
| Wells Fargo Clearing Services, Llc | Frisco | TX | 11/2025 | Present |
| Independent Driver | Austin | TX | 01/2022 | 08/2022 |
| Heb | Austin | TX | 01/2021 | 07/2022 |
| Sephora | Cedar Park | TX | 01/2022 | 03/2022 |
| Holiday Inn Express & Suites | Austin | TX | 12/2019 | 03/2021 |
| Amazon | Austin | TX | 04/2020 | 05/2020 |
| Doordash Inc | Austin | TX | 10/2019 | 12/2019 |
| Fossil | Miami | FL | 10/2019 | 10/2019 |
| Aereopostal | Miami | FL | 06/2019 | 10/2019 |
| Chick Fil-A | Miami | FL | 01/2019 | 02/2019 |
| Miami Coral Park Senior High School | Miami | FL | 09/2008 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-08 |
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