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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-12 |
| TX | RA | APPROVED | 2019-09-26 |
Branch Locations
255 E Brown St Ste 400, Birmingham, MI 48009 • United States
17 Cowboys Way Ste 500, Frisco, TX 75034 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Southwest Securities Inc | Dallas | TX | 01/2012 | 09/2019 |
| Wells Fargo Clearing Services, Llc. | Plano | TX | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-09 |
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