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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 | 2024-05-16 |
| VA | RA | APPROVED | 2024-05-16 |
Branch Locations
1610 B-Graves Mill Rd B 1St Fl, Lynchburg, VA 24502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Altavista | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Altavista | VA | 11/2016 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Lynchburg | VA | 05/2024 | Present |
STRATEGIC WEALTH MANAGEMENT, LLC, INVT RELATED, LYNCHBURG, VA, 50% OWNERSHIP, START DATE 5/20/2024, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. BARBER HOLDINGS, LLC, INVT RELATED, DANVILLE, VA, 100% OWNERSHIP, START DATE 5/17/2024, 4 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-13 |
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