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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
Branch Locations
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 Bank, N.A. | Carrollton | TX | 04/2018 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Carrollton | TX | 10/2018 | 08/2021 |
| Flowers Bakings Company Of Denton | Denton | TX | 03/2010 | 02/2018 |
| Unemployed | Denton | TX | 03/2018 | 03/2018 |
| J.P. Morgan Securities Llc | Coppell | TX | 08/2021 | 08/2022 |
| Jpmorgan Chase Bank, N.A. | Coppell | TX | 08/2021 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Flower Mound | TX | 10/2022 | 06/2024 |
| Wells Fargo Bank, N.A. | Flower Mound | TX | 10/2022 | 06/2024 |
| Pnc Wealth Management | Dallas | TX | 01/2026 | Present |
| Dfw Direct Insurance | Dallas | TX | 07/2024 | 01/2026 |
| Pnc Bank | Dallas | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-28 |
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