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Account
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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
Branch Locations
1502 W Broadway Suite 301, Madison, WI 53713 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Houston | TX | 07/2016 | 11/2016 |
| Wells Fargo Bank, Na | Houston | TX | 07/2016 | 02/2019 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 02/2019 |
| Frost Brokerage Services | Houston | TX | 02/2019 | 04/2022 |
| Frost Bank | Houston | TX | 02/2019 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 04/2022 | 08/2024 |
| Bank Of America, N.A. | Houston | TX | 04/2022 | 08/2024 |
| Prudential | Houston | TX | 09/2024 | 11/2024 |
| Pruco Securities, Llc | Plano | TX | 09/2024 | 11/2024 |
| Lpl Enterprise, Llc | Plano | TX | 11/2024 | 11/2025 |
| Madison Partners | Houston | TX | 11/2025 | Present |
Eado Edge HOA Board Homeowners Association Board Member Since 07/2022 Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-29 |
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