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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-16 |
Branch Locations
14767 North Outer 40 Rd Fl 2, Chesterfield, MO 63017 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-05-30 |
Branch Locations
14767 North Outer 40 Rd Fl 2, Chesterfield, MO 63017 • United States
St Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wehrenberg Theatres (Marcus-Wehrenberg Theatres) | St. Charles | MO | 07/2011 | 10/2017 |
| N/A | St. Charles | MO | 11/2017 | 12/2017 |
| Aerotek | St. Charles | MO | 01/2018 | 06/2018 |
| Td Ameritrade, Inc. | St Louis | MO | 06/2018 | 06/2020 |
| Charles Schwab & Co., Inc. | Chesterfield | MO | 06/2020 | 03/2021 |
| Charles Schwab Bank, Ssb | Chesterfield | MO | 06/2020 | 03/2021 |
| Wells Fargo Clearing Services | St Louis | MO | 04/2021 | 08/2022 |
| Valic Financial Advisors, Inc. | Houston | TX | 08/2022 | 02/2023 |
| Wells Fargo Clearing Services | St Louis | MO | 03/2023 | Present |
| Wells Fargo Advisors Financial Network | Chesterfield | MO | 06/2026 | Present |
MOTHER'S TRUST ACCOUNT; INV RELATED; ST. LOUIS, MO; TRUSTEE; 10/2025; 5 HOURS PER MONTH; 0 DURING TRADING; MANAGE MOTHER'S ACCOUNT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-10 |
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