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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
1220 Environ Way Ste 1220, Chapel Hill, NC 27517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Camp Pendleton | CA | 09/2015 | 09/2020 |
| Saddleback College | Mission Viejo | CA | 01/2020 | 12/2020 |
| University Of Wisconsin Madison | Madison | WI | 01/2021 | 05/2024 |
| Stifel | Madison | WI | 06/2024 | 07/2026 |
| West Bend Insurance | Madison | WI | 05/2023 | 01/2024 |
| Eatstreet | Madison | WI | 05/2022 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Chapel Hill | NC | 07/2026 | Present |
1. Zero Dark Birdie; 35438 Stockton St Beaumont, CA 92223; Non-profit organization to aid veterans with mental health issues through the game of golf and proven therapies.; Board Member; Provide ideas, reason, resources, to board meetings that are affiliated with future directions of the organization.; 04/21/2025; 10hrs/qtr; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-10 |
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