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Marie Joy Estanislao Lomibao

Wells Fargo Advisors Financial Network, LLC

Bethesda, MD

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-06-28
MD RA APPROVED 2016-12-01
TX RA APPROVED_RES 2016-12-01
  • VA RA
    APPROVED
    Since 2024-06-28
  • MD RA
    APPROVED
    Since 2016-12-01
  • TX RA
    APPROVED_RES
    Since 2016-12-01

Branch Locations

7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Bethesda MD 05/2013 12/2016
Morgan Stanley Private Bank, National Association New York NY 01/2015 12/2016
Wells Fargo Advisors Financial Network, Llc Bethesda MD 12/2016 Present
Previous Registrations
  • 2013-08-27 → 2016-12-06
    Morgan Stanley
    Bethesda, MD
  • 2012-10-09 → 2012-11-06
    Campbell Wealth Management, Inc.
    Alexandria, VA
  • 2006-05-08 → 2011-05-02
    Truist Investment Services, Inc.
    Norfolk, VA
    Norfolk, VA
    Norfolk, VA
Other Businesses

72JOYS LLC; INV. RELATED; VIRGINIA BEACH, VA; 100% OWNERSHIP; FINET; START DATE 3/7/2023; 160 HRS PER MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-05
S63 Uniform Securities Agent State Law Examination 1997-05-09
  • S66 Uniform Combined State Law Examination
    2006-05-05
  • S63 Uniform Securities Agent State Law Examination
    1997-05-09
Other Names
  • Marie Joy Estanislao Rodriguez
  • Joy Rodriguez
  • Marie Joy Rodriguez
  • Marie Joy O Estanislao
  • Marie Joy O Lomibao

View on SEC IAPD

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LGG FINANCIAL · BETHESDA, MD
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KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD
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