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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-09 |
Branch Locations
3490 Seminole Trail, Charlottesville, VA 22911 • United States
10 S Jefferson St Ste 2100 [V3/V8-Rbo], Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlottesville | VA | 05/2026 | Present |
| Wells Fargo Bank, Na | Charlottesville | VA | 05/2026 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 11/2022 | 04/2026 |
| The Farm In Allen | Richardson | TX | 12/2021 | Present |
| Jj Pearce High School | Richardson | TX | 08/2019 | 12/2021 |
| H. Grady Spruce High School | Dallas | TX | 08/2016 | 08/2019 |
My wife is a limited partner in two general partnerships, The Farm in Allen and Johnson Center. Since she is a limited partner, she does not make any business decisions and does not have an influence the business in any way. The businesses manage and sell land in Texas. The address for both is 1262 Blue Tractor Ln, Allen, TX 75013. I do not have a position at the business, and my wife is a silent limited partner. I started the relationship with both businesses when my wife and I were married 4/21/2013. I devote 0 hours and 0 minutes to these businesses. My wife devote 0 hours and 0 minutes to these businesses. I have no duties to the other business and neither does my wife.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-03 |
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