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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 | 2017-12-08 |
Branch Locations
South Padre Island, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 09/2004 | 12/2017 |
| Bank Of America, N.A. | Austin | TX | 05/2011 | 12/2017 |
| Wells Fargo Advisors Financial Network, Llc | Bee Cave | TX | 12/2017 | Present |
MONARCH WEALTH MANAGEMENT INC., INV RELATED, BEE CAVE, TX, 100% OWNERSHIP, START 12/8/2017, 160 HRS/MONTH, 120 HRS DURING TRADING, FINET PRACTICE., TRUSTEE FOR MONARCH WEALTH MANAGEMENT, INV RELATED, BEE CAVE, TX, START 12/8/2017, 160 HRS/MONTH, 120 HRS/DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-01 |
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