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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 | 2026-05-15 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
180 State Street [Satellite], Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities, Inc. | Arlington | TX | 06/2008 | 11/2023 |
| Trade Shoe Management | Carrollton | TX | 03/2013 | 01/2017 |
| Ameriprise Financial Services, Llc | Bedford | TX | 11/2023 | 05/2026 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 05/2026 | Present |
Outside Employment; Comerica; Registered Client Service Associate; Comerica Bank; 2120 Central Drive, , Bedford, TX, 76021; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours. Other Business Activities; FINANCIAL OXYGEN/MAESTRO; FO2 IS A CASH MANAGEMENT PLATFORM FOR CORPORATE AND INSTITUTIONAL ACCOUNTS.; 2120 Central Dr., , Bedford, TX, 76021; Investment-Related; 11/06/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-30 |
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