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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 | 2025-02-22 |
Branch Locations
201 Main St Ste 1700, Fort Worth, TX 76102 • United States
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Dallas | TX | 11/2024 | Present |
| Wells Fargo Bank | Dallas | TX | 05/2024 | Present |
| Mitsubishi Ufj Financial Group | Dallas | TX | 06/2022 | 08/2022 |
| 7Th Harvest Investments | Dallas | TX | 09/2021 | 05/2022 |
| Tudor, Pickering, Holt, & Co. | Houston | TX | 06/2021 | 08/2021 |
| 3E Management | Dallas | TX | 01/2020 | 08/2020 |
| Tuesday Morning | Houston | TX | 01/2019 | 07/2019 |
| St. John's School | Houston | TX | 08/2018 | 01/2019 |
| Webber Academy | Calgary | 08/2014 | 06/2018 | |
| Southern Methodist University | Dallas | TX | 08/2019 | 05/2023 |
| Wells Fargo Bank | Dallas | TX | 07/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
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