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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 | 2024-12-12 |
Branch Locations
7344 Louetta Rd, Spring, TX 77379 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
1350 W 43Rd, Houston, TX 77018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stag Provisions | Houston | TX | 06/2016 | 05/2017 |
| At&T | Humble | TX | 05/2017 | 08/2017 |
| Fidelity Brokerage Services Llc | Houston | TX | 08/2017 | 03/2019 |
| Yellowbox | Houston | TX | 04/2019 | 06/2020 |
| Regions Bank | Spring | TX | 06/2020 | 01/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 07/2020 | 01/2021 |
| Charles Schwab & Co., Inc. | Houston | TX | 01/2021 | 11/2022 |
| Charles Schwab Bank Ssb | Houston | TX | 01/2021 | 11/2022 |
| Td Ameritrade, Inc. | Houston | TX | 05/2022 | 11/2022 |
| Fidelity Investments | Humble | TX | 12/2022 | 03/2024 |
| Ameriprise Financial Services, Llc | Houston | TX | 04/2024 | 12/2024 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 12/2024 | Present |
V5F HOLDINGS, LLC; INV RELATED; HUMBLE, TX; 20% OWNERSHIP; 04/2018; 1 HOUR PER MONTH; NO HOURS DURING TRADING; LLC TO HOLD REAL ESTATE | SHALLOW CREEK RANCH, LLC; INV RELATED; HUMBLE, TX; 50% OWNERSHIP; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; LLC CREATED TO HOLD LAND
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-09 |
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