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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 | 2025-12-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Dallas | TX | 08/2013 | 12/2025 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 12/2025 | Present |
POWER OF ATTORNEY FOR FATHER; INV RELATED;SAN ANTONIO,TX; MANAGE HIS FINANCIAL AFFAIRS; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 01/30/2026; 10 HRS PER MONTH; 10 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-29 |
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