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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2025-07-23 |
| CA | RA | APPROVED | 2024-05-22 |
Branch Locations
2110 Memorial Blvd, Murfrrsboro, TN 37129 • United States
2110 Memorial Blvd, Murfreesboro, TN 37129 • United States
6075 Poplar Ave Ste 650 [Tv-Rbo], Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Palm Springs | CA | 10/2019 | 12/2021 |
| J.P. Morgan Securities Llc | Palm Springs | CA | 10/2019 | 12/2021 |
| Usbank | Riverside | CA | 04/2018 | 09/2019 |
| Rt Clubhouse | Highland | CA | 03/2017 | 03/2018 |
| The Station Tap House | Banning | CA | 01/2016 | 12/2016 |
| Macaroni Grill | Redlands | CA | 01/2015 | 10/2016 |
| Unemployed | Beaumont | CA | 12/2016 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Palm Springs | CA | 12/2021 | 03/2022 |
| Wells Fargo Bank, Na | Palm Springs | CA | 12/2021 | Present |
| Wells Fargo Clearing Services, Llc | Palm Springs | CA | 05/2022 | Present |
NOTARY PUBLIC, INVT RELATED, MURFREESBORO, TN, NOTARY, START DATE 8/30/2024, 8 HRS PER MONTH, 0 HRS DURING TRADING, NOTARIZE DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-21 |
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