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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-31 |
Branch Locations
6114 W William Cannon Dr, Austin, TX 78749 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Punta Gorda | FL | 08/2015 | 09/2017 |
| Wells Fargo Bank Na | Punta Gorda | FL | 08/2015 | 10/2017 |
| Unemployed | Lubbock | TX | 10/2017 | 03/2018 |
| Texas Tech University | Lubbock | TX | 08/2009 | 05/2017 |
| Florida Southwestern State College | Fort Myers | FL | 08/2016 | 12/2016 |
| Amg Standard Llc | Lubbock | TX | 03/2018 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Coppell | TX | 03/2018 | 03/2019 |
| J.P. Morgan Securities Llc | Coppell | TX | 03/2018 | 03/2019 |
| Swbc Investment Services | San Antonio | TX | 04/2019 | 08/2020 |
| Swbc Investment Services, Llc | San Antonio | TX | 08/2020 | 07/2023 |
| Swbc Investment Company | San Antonio | TX | 08/2020 | 07/2023 |
| A+ Cu | Austin | TX | 07/2023 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 07/2023 | Present |
| Cetera Investment Advisers Llc | Austin | TX | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-11 |
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