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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 | 2026-05-28 |
Branch Locations
111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Lakeway | TX | 06/2022 | 02/2025 |
| Jpmorgan Chase Bank Na | Lakeway | TX | 05/2022 | 02/2025 |
| Texas Regional Bank | Austin | TX | 03/2020 | 05/2022 |
| United Heritage Credit Union | Austin | TX | 08/2018 | 09/2019 |
| Dillards | Austin | TX | 08/2017 | 08/2018 |
| Ann Inc | Austin | TX | 02/2020 | 06/2020 |
| Bright Horizons Family Solutions Inc | Austin | TX | 07/2015 | 03/2017 |
| Unemployed | Austin | TX | 10/2019 | 01/2020 |
| Edward Jones | St Louis | MO | 02/2025 | 05/2025 |
| Lake Travis Isd | Austin | TX | 08/2014 | 08/2017 |
| Wells Fargo Clearing Services, Llc | San Marcos | TX | 04/2026 | Present |
| Wells Fargo Bank, Na | San Marcos | TX | 10/2025 | Present |
| Homemaker | Dripping Springs | TX | 05/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-15 |
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