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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 | 2024-10-22 |
Branch Locations
1331 W Davis St, Conroe, TX 77304 • United States
1000 Louisiana St 7Th Fl [Tn/Td-Rbo], Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Pflugerville | TX | 06/2024 | Present |
| Wells Fargo Bank, Na | Pflugerville | TX | 04/2023 | Present |
| Starbucks | Odessa | TX | 01/2019 | 03/2023 |
| Marines | Abilene | TX | 01/2015 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-26 |
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