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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2017-07-26 |
| DC | RA | APPROVED | 2006-08-08 |
Branch Locations
1753 Pinnacle Dr 3Rd & 4Th Fls, Mclean, VA 22102 • United States
1700 K St Nw 9Th Fl [Du-Rbo], Washington, DC 20006 • United States
Sterling, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Washington | DC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | Present |
STAGECOACH THEATER COMPANY, NOT INV RELATED, ASHBURN, VA, ACTOR, START 2/1/2020, 8 HRS PER MONTH, 0 HRS DURING TRADING, ACTING IN THEATER PRODUCTIONS. CARLYN DAVIS CASTING SERVICE INC; NOT INV RELATED; FALLS CHURCH, VA; ACTOR; START DATE 5/24/2024; 8 HOURS PER MONTH; 0 DURING TRADING; ACTING ROLES IN TELEVISION, RADIO, PRINT, FEATURE FILM, OR INDUSTRIALS. TRUSTEE OF FAMILY IRREVOCABLE LIFE INSURANCE TRUST, INVT RELATED, WEST DES MOINES, IOWA, START DATE 9/30/2024, 1 HR PER MONTH, 0 HRS DURING TRADING. | CPM TALENT MANAGEMENT; NOT INV RELATED; VOORHEES, NJ; ACTOR; START DATE: 08/09/2025; 8 HRS PER MONTH; 0 HRS DURING TRADING; | PEPSICO; NOT INV RELATED;PURCHASE,NY; PRODUCE AND DISTRIBUTE SOFT DRINKS,SNACKS; ACTOR ; START DATE: 06/05/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING; JACUZZI GROUP ; NOT INV RELATED;IRVINE,CA; MANUFACTURER; ACTOR/MODEL; START DATE: 08/11/2026; 8 HRS PER MONTH; - HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-21 |
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