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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 | 2023-12-07 |
Branch Locations
2521 N Shepherd Dr, Houston, TX 77008 • United States
2651 Kipling St Ste 103, Houston, TX 77098 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
17044 Lexington Blvd, Sugar Land, TX 77479 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fort Worth | TX | 02/2018 | 01/2019 |
| Invesco | Houston | TX | 06/2017 | 08/2017 |
| Texas A&M University | College Station | TX | 05/2013 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Houston | TX | 01/2019 | 06/2019 |
| Jpmorgan Securities, Llc. | Houston | TX | 01/2019 | 06/2019 |
| None | Houston | TX | 01/2018 | 01/2018 |
| None | Houston | TX | 07/2019 | 07/2019 |
| Morgan Stanley | Houston | TX | 08/2019 | 03/2023 |
| Ubs Financial Services Inc. | Houston | TX | 04/2023 | 11/2023 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2023 | Present |
| Wells Fargo Bank, Na | Houston | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-17 |
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