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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-05 |
| TX | RA | APPROVED | 2022-09-13 |
Branch Locations
6303 Cowboys Way, Frisco, TX 75034 • United States
Bradenton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 05/2019 | 07/2019 |
| Morgan Stanley | Dallas | TX | 05/2017 | 08/2017 |
| Morgan Stanley | Dallas | TX | 05/2018 | 02/2019 |
| University Of Oklahoma | Norman | OK | 08/2014 | 12/2018 |
| Stifel | Frisco | TX | 06/2021 | 11/2022 |
| N/A | Dallas | TX | 08/2019 | 03/2020 |
| Northwestern Mutual | Dallas | TX | 04/2020 | 06/2020 |
| Doordash | Dallas | TX | 06/2020 | 06/2021 |
| Stifel Nicolaus | Dallas | TX | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
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