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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 | 2009-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Dallas | TX | 01/1999 | Present |
| Wells Fargo Advisors Llc | Plano | TX | 10/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plano | TX | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, MOUNT VERNON, TX, START: 9/16/2024, 5 HOURS A MONTH, 5 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-06 |
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