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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 | 2016-03-08 |
| MD | RA | APPROVED | 2001-07-24 |
Branch Locations
13200 Fountain Head Plz, Ste 102 Fountainhead One, Hagerstown, MD 21742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hagerstown | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hagerstown | MD | 11/2016 | Present |
CO-TRUSTEE FOR FAMILY TRUST; INV RELATED; HAGERSTOWN, MD; START: 6/13/17; 0 HR/MO; 0 DURING TRADING. TRUSTEE FOR SON'S TRUST, INV RELATED, HAGERSTOWN, MD, START: 12/07/2020, 1 HR/MONTH, 1 HR DURING TRADING. TRUSTEE FOR SON'S TRUST, INV RELATED, HAGERSTOWN, MD, START: 12/07/2020, 1 HR/MONTH, 1 HR DURING TRADING. TRUSTEE FOR DAUGHTER'S TRUST, INV RELATED, HAGERSTOWN, MD, START: 12/07/2020, 1 HR/MONTH, 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-16 |
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