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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 | 2024-06-25 |
| DC | RA | APPROVED | 2003-07-01 |
Branch Locations
1700 K St Nw Ste 875, Washington, DC 20006 • United States
Alexandria, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| 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 |
TRUSTEE FOR PARENTS' IRREVOCABLE TRUST, INV RELATED, PETERSBURGH, NY; START DATE 8/2021; 1 HR PER MONTH; 0 HRS DURING TRADING HRS. | POWER OF ATTORNEY FOR DAUGHTER; INV RELATED; ALEXANDRIA, VA; POA; 07/2025; 1 HOUR PER MONTH; 0 DURING TRADING; USE FUNDS FROM UTMA ACCOUNT TO PAY FOR COLLEGE EXPENSES | POWER OF ATTORNEY FOR SON; INV RELATED; ALEXANDRIA, VA; POA; 07/2025; 1 HOUR PER MONTH; 0 DURING TRADING; USE FUNDS FROM UTMA ACCOUNT TO PAY FOR COLLEGE EXPENSES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-28 |
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