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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2023-04-26 |
| TX | RA | APPROVED_RES | 2003-07-01 |
| VA | RA | APPROVED | 2003-07-01 |
Branch Locations
1650 Tysons Blvd Ste 500, Mclean, VA 22102 • United States
Rehoboth Beach, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | Present |
CCTSK, LLC, INVT RELATED, REHOBOTH BEACH, DE, 20% OWNERSHIP, START DATE 4/1/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES. RENTAL PROPERTY - HOLLY; INV RELATED; REHOBOTH BEACH,DE; VACATION RENTAL PROPERTY.;50% OWNERSHIP; START DATE: 12/05/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-29 |
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