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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 | 2025-10-13 |
Branch Locations
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
6621 Woodlands Pkwy, The Woodlands, TX 77382 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 10/2022 | 02/2023 |
| Bank Of America | Fort Worth | TX | 04/2015 | 10/2022 |
| Bank Of America, N.A. | Houston | TX | 01/2023 | 02/2023 |
| Wells Fargo Bank, Na | The Woodlands | TX | 11/2023 | Present |
| Wells Fargo Clearing Services, Llc | The Woodlands | TX | 07/2025 | Present |
| Unemployed | Houston | TX | 02/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-12 |
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