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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 | 2026-04-07 |
Branch Locations
1602 E Exchange Pkwy, Allen, TX 75002 • United States
201 Main St 4Th Fl [Te-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 | Allen | TX | 01/2026 | Present |
| Wells Fargo Bank, Na | Allen | TX | 03/2023 | Present |
| Guaranteed Rate | Denton | TX | 02/2022 | 02/2023 |
| Guaranteed Rate | Frisco | TX | 11/2021 | 02/2022 |
| Unemployed | Tioga | TX | 10/2021 | 11/2021 |
| Pointbank | Pilot Point | TX | 10/2018 | 09/2021 |
| Texas Hot Tub Company | Lewisville | TX | 06/2018 | 10/2018 |
| Unemployed | The Colony | TX | 03/2018 | 05/2018 |
| Ilani Casino | Ridgefield | WA | 07/2017 | 03/2018 |
| Smokehouse Provisions | Vancouver | WA | 11/2016 | 06/2017 |
| Unemployed | Vancouver | WA | 09/2016 | 11/2016 |
| Pointbank | Pilot Point | TX | 06/2015 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-13 |
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