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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 | 2024-05-08 |
Branch Locations
201 Main St 4Th Fl [Tg-Rbo], Fort Worth, TX 76102 • United States
601 W University Dr, Denton, TX 76201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Flower Mound | TX | 08/2023 | Present |
| Wells Fargo Bank, Na | Flower Mound | TX | 07/2023 | Present |
| Loan Depo, Llc | North Richland Hills | TX | 11/2021 | 11/2022 |
| Leader One Financial Services | North Richland Hills | TX | 12/2018 | 11/2021 |
| Orange Lake Country Club | North Richland Hills | TX | 01/2015 | 12/2018 |
| Unemployed | Fort Worth | TX | 11/2022 | 07/2023 |
DISTINCTION ENTERTAINMENT; NOT INV RELATED; FORT WORTH, TX; INDEPENDENT MOVIE PRODUCTION COMPANY; 50% OWNER WITH SPOUSE; 04/17/2026; 5 HOURS PER MONTH; 0 DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-02 |
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