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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-24 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | Dallas | TX | 04/2024 | 11/2025 |
| Charles Schwab | Southlake | TX | 03/2021 | 04/2024 |
| Td Ameritrade | Southlake | TX | 05/2018 | 03/2021 |
| Ef Johnson Technologies / Jvc Kenwood | Irving | TX | 06/2016 | 08/2017 |
| Full Time Education | College Station | TX | 08/2015 | 05/2018 |
| Wells Fargo Clearing Services | Charlotte | NC | 11/2025 | Present |
| Wells Fargo Clearing Services | Charlotte | NC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-17 |
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