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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 | 2022-09-13 |
Branch Locations
1700 E Putnam Ave Ste 200, Old Greenwich, CT 06870 • United States
Frisco, TX • United States
5560 Tennyson Plwy Ste 130 [Satellite], Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hartford Funds Distributors, Llc | Radnor | PA | 05/2014 | 08/2017 |
| Edward Jones | St.LOuis | MO | 03/2018 | 09/2022 |
| Unemployed | Frisco | TX | 08/2017 | 02/2018 |
| Wells Fargo Advisors Financial Network, Llc | Plano | TX | 09/2022 | Present |
WILLOW BEND WEALTH MANAGEMENT, LLC; INV. RELATED; PLANO,TX; 33% OWNERSHIP; START DATE 09/12/2022; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 5; FINET PRACTICE.;| CTOFFS ENTERPRISES, LLC, INV RELATED, FRISCO, TX, 100% OWNERSHIP, START: 12/20/2022, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE LLC.| OFFNER GP, LLC; INV RELATED; FRISCO, TX; MERCHANT CASH AND STOCK DEAL; 90% OWNERSHIP; START DATE 07/21/2025; 2 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-19 |
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