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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_RES | 2025-01-24 |
| MD | RA | APPROVED | 1999-03-11 |
Branch Locations
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States
110 Congressional Ln, Rockville, MD 20852 • 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 Advisors Llc | Bethesda | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 11/2016 | Present |
CO-TRUSTEE FOR MOTHER, INV RELATED, GAITHERSBURG, MD, START: 12/2014, 8 HOURS PER MONTH/0 DURING TRADING.; CO-TRUSTEE FOR FATHER, INV RELATED, GAITHERSBURG, MD, START: 1/22/2021, 2 HRS/MONTH, 1 HR DURING TRADING.; TRUSTEE FOR MOTHER'S ADMINISTRATIVE TRUST, INV RELATED, ROCKVILLE, MD, START: 11/4/2021, 8 HRS/MONTH, 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-09 |
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