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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-27 |
| TX | RA | APPROVED | 2023-08-14 |
Branch Locations
Minneapolis, MN • United States
550 S 4Th St 13Th Fl [Tpb Services], Minneapolis, MN 55415 • United States
550 S Tryon St 40Th And 42Nd Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2017 | 02/2023 |
| Tiaa | Lewisville | TX | 03/2023 | 05/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 03/2023 | 05/2023 |
| Doordash | Dallas | TX | 02/2023 | 02/2023 |
| Instacart | Dallas | TX | 02/2023 | 02/2023 |
| Favor Delivery | Austin | TX | 07/2017 | 11/2017 |
| K&B Sales/Good Time Action Games | Dallas | TX | 02/2013 | 08/2017 |
| Wells Fargo Clearing Services | Dallas | TX | 08/2023 | Present |
| Wells Fargo Clearing Services | Dallas | TX | 05/2023 | Present |
CITY OF MINNEAPOLIS ELECTIONS AND VOTER SERVICES; NOT INV RELATED;MINNEAPOLIS,MN; ELECTION JUDGE; START DATE: 08/11/2026; 16 HRS PER MONTH; 16 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-29 |
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