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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 | 2026-08-03 |
Branch Locations
3701 Belt Line Rd, Addison, TX 75001 • United States
201 Main St 4Th Fl [Te-Rbo], Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copper Cellar Catering | Knoxville | TN | 07/2018 | 12/2021 |
| Blue Ridge Development | Knoxville | TN | 05/2020 | 01/2022 |
| Ace Hardware | Lenoir City | TN | 10/2016 | 07/2018 |
| Blue Beacon | Knoxville | TN | 06/2015 | 10/2016 |
| Edward Jones | Oak Ridge | TN | 12/2021 | 02/2024 |
| J.P. Morgan Securities Llc | Plano | TX | 09/2024 | 07/2025 |
| Catapult Solutions Group | Plano | TX | 04/2024 | 07/2024 |
| 11/17 | Mckinney | TX | 03/2024 | 06/2024 |
| 54Th Street | Frisco | TX | 08/2024 | 11/2024 |
| Doordash | Knoxville | TN | 10/2023 | 08/2024 |
| City Of Loudon | Loudon | TN | 11/2023 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 07/2025 | 10/2025 |
| The University Of Tennessee | Knoxville | TN | 08/2019 | 12/2021 |
| Pellissippi State Community College | Hardin Valley | TN | 08/2017 | 05/2019 |
| Bank Of America, N.A. | Dallas | TX | 10/2025 | 08/2026 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-25 |
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