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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-10-08 |
| LA | RA | APPROVED | 2024-05-23 |
| RI | RA | APPROVED | 2024-05-21 |
| UT | RA | APPROVED | 2024-05-21 |
| AL | RA | APPROVED | 2024-05-20 |
| VI | RA | APPROVED | 2024-02-09 |
| TX | RA | APPROVED_RES | 2024-02-08 |
| VA | RA | APPROVED | 2020-05-04 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
919 East Main Street Suite 2000, Richmond, VA 23219-4622 • United States
5425 Wisconsin Avenue Suite 301, Chevy Chase, MD 20815-3552 • United States
Richmond, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Raleigh | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2016 | 05/2020 |
| Rbc Capital Markets, Llc | Richmond | VA | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-16 |
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