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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 |
|---|---|---|---|
| WV | RA | APPROVED | 2024-06-24 |
| VA | RA | APPROVED | 2007-09-19 |
Branch Locations
117 N Braddock St Ste 100, Winchester, VA 22601 • 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 | Winchester | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winchester | VA | 11/2016 | Present |
TRUSTEE FOR SON; INV. RELATED, MARTINSBURG, WV; START 7/11/2007; 1 HR PER MONTH; 0 HRS DURING TRADING. HERITAGE GROVE HOMEOWNERS ASSOCIATION; NOT INV RELATED; MARTINSBURG, WV; SECRETARY; START 1/2013; 2 HRS PER YEAR; TAKE NOTES AT ANNUAL MEETING. FAITH CHRISTIAN ACADEMY, INV RELATED, MARTINSBURG, WV, FINANCE COMMITTEE MEMBER, START 3/30/2023, 1 HOUR PER MONTH, ZERO DURING TRADING, DISCUSSING BUDGET AND FINANCIAL PROJECTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-06 |
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