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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-17 |
| MD | RA | APPROVED | 2024-06-25 |
| FL | RA | APPROVED | 2023-04-21 |
| TX | RA | APPROVED_RES | 2018-04-25 |
| DC | RA | APPROVED | 2009-02-10 |
Branch Locations
Johns Island, SC • United States
320 Broad St, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
CO-TRUSTEE OF FATHER'S IRREVOCABLE TRUST; INV. RELATED; FAIRFAX, VA; START DATE 11/2022; 0 HRS PER MONTH.; CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, STUART, FL, START: 11/01/2022, 0 HRS/MONTH, 0 HRS DURING TRADING. TRUST ADVISOR FOR CLIENTS ; INV RELATED; WASHINGTON,DC; TRUST ADVISOR; START DATE: 12/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-20 |
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