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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 | 2024-09-30 |
Branch Locations
920 N Lakeline Blvd, Cedar Park, TX 78613 • United States
111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Round Rock | TX | 04/2024 | Present |
| Wells Fargo Bank, Na | Round Rock | TX | 03/2020 | Present |
| Meridian School | Round Rock | TX | 08/2010 | 12/2016 |
| The Better Half, Llc | Leander | TX | 08/2016 | Present |
| Hk Cardinal Properties Inc | Leander | TX | 05/2008 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-07 |
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