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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2021-09-30 |
| DC | RA | APPROVED | 2009-04-03 |
| VA | RA | APPROVED | 2003-07-01 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • United States
Bethesda, MD • 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 |
KWOUN REAL ESTATE, LLC INV RELATED, BETHESDA, MD, 30% OWNERSHIP, START 6/14/2024, 9 HRS PER MONTH, ZERO HOURS DURING TRADING, FAMILY OWNED REAL ESTATE TRUST. COMMERCIAL RENTAL PROPERTY, INVT RELATED, ST. LOUIS, MO, 25% OWNERSHIP, START DATE 12/1/1990, 1 HR PER MONTH, 0 HRS DURING TRADING, NO DUTIES. RENTAL PROPERTY, INVT PROPERTY, LANCASTER, PA, 100% OWNERSHIP, START DATE 6/1/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY. SINK1 LLC; INV RELATED; BETHESDA, MD; 100% OWNERSHIP; START 04/29/2024; 5 HOURS PER MONTH; 0 HOURS DURING TRADING; HOLD REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-11 |
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