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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 | 2022-11-28 |
Branch Locations
8988 Preston Rd, Frisco, TX 75034 • United States
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Frisco | TX | 07/2022 | Present |
| Wells Fargo Bank, Na | Frisco | TX | 11/2015 | Present |
| Applebee's | Mckinney | TX | 02/2012 | 12/2016 |
URBAN CRUST, NOT INV RELATED, PLANO, TX, BARTENDER, START DATE 7/12/23, 50 HRS PER MONTH, 0 HRS DURING TRADING, SERVING FOOD AND BEVERAGES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-02 |
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