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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 | 2024-10-31 |
Branch Locations
14001 Memorial Dr, Houston, TX 77079 • United States
5650 Memorial Dr, Houston, TX 77007 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
9413 Katy Fwy, Houston, TX 77024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co | Houston | TX | 05/2004 | 02/2017 |
| Oppenheimer & Co Inc | Houston | TX | 02/2017 | 01/2024 |
| Lpl Financial Llc | Houston | TX | 03/2024 | 10/2024 |
| Trustmark National Bank | Houston | TX | 03/2024 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-28 |
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