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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 | 2026-04-17 |
| VA | RA | APPROVED | 2007-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Warrenton | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Warrenton | VA | 11/2016 | Present |
ST. JAMES EPISCOPAL CHURCH, INVT RELATED, WARRENTON, VA, ENDOWMENT COMMITTEE MEMBER, START DATE 11/11/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO MONITOR INVESTMENT PERFORMANCE AND PROVIDE INPUT TO VESTRY ON ALLOCATION OF FUNDS.; TRUSTEE FOR FRIEND'S TRUST, INV RELATED, WARRENTON, VA, START: 11/23/2020, 1 HR/MONTH, 0 HRS DURING TRADING. POA FOR MOTHER; INV RELATED; WARRENTON, VA; POA; START DATE: 10/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; | MOTHERS REVOCABLE LIVING TRUST; INV RELATED; WARRENTON, VA; CONVENIENCE AND ADDITIONAL ASSISTANCE MANAGING THE TRUST; TRUSTEE/CO-TRUSTEE; START DATE: 10/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-07 |
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