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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 | 2025-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 03/2018 | 06/2021 |
| Mathematical Minds, Inc | Richardson | TX | 12/2012 | 08/2017 |
| Unemployed | Richardson | TX | 09/2017 | 02/2018 |
| Fidelity Investments | Westlake | TX | 08/2021 | 05/2022 |
| Unemployed | Plano | TX | 07/2021 | 07/2021 |
| Fisher Investments | Plano | TX | 06/2022 | 02/2023 |
| The Vanguard Group, Inc | Plano | TX | 11/2023 | 11/2024 |
| Unemployed | Plano | TX | 03/2023 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Dallas | TX | 03/2025 | Present |
| Unemployed | Plano | TX | 12/2024 | 02/2025 |
General Line Insurance - Health/Life/Accident/HMO; INVESTMENT RELATED; Plano, Texas; Financial Advisors; START DATE 05/2018; 1 hour per month; 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-11 |
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