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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 | 2025-12-22 |
Branch Locations
111 Congress Ave. 3Rd Fl, Ste 300 [Tt-Rbo], Austin, TX 78701 • United States
1201 Barbara Jordan Blvd Bldg 10, Austin, TX 78723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Austin | TX | 07/2023 | 09/2024 |
| Wells Fargo Bank, Na | Austin | TX | 06/2022 | 09/2024 |
| Pizza 3.14 | Boulder | CO | 08/2021 | 10/2021 |
| Rose Hill Wine & Spirits | Boulder | CO | 01/2020 | 09/2020 |
| Uber | Ventura | CA | 05/2021 | 07/2022 |
| The Jolly Oyster | Ventura | CA | 06/2016 | 08/2018 |
| Plated Events | Ventura | CA | 06/2019 | 08/2019 |
| Unemployed | Boulder | CO | 08/2018 | 06/2019 |
| Unemployed | Boulder | CO | 08/2019 | 01/2020 |
| Unemployed | Boulder | CO | 09/2020 | 05/2021 |
| C.C. Carlton Industries Ltd. | Ausitin | TX | 09/2024 | 04/2025 |
| Unemployed | Austin | TX | 05/2025 | 12/2025 |
| Wells Fargo Bank, Na | Austin | TX | 12/2025 | Present |
| Wells Fargo Clearing Services, Llc | Austin | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-29 |
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