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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 | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 12/2021 | 08/2022 |
| Homemaking | Prosper | TX | 08/2021 | 12/2021 |
| Classic Bmw | Plano | TX | 11/2019 | 08/2021 |
| Homemaking | Prosper | TX | 05/2019 | 11/2019 |
| The Community Grill | Frisco | TX | 03/2018 | 05/2019 |
| Homemaking | Frisco | TX | 12/2016 | 03/2018 |
| Texas Tech University | Lubbock | TX | 07/2016 | 12/2016 |
| Wells Fargo Clearing Services, Llc | Frisco | TX | 05/2025 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2022 | 03/2024 |
| Homemaking | Frisco | TX | 03/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-24 |
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