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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
| VA | RA | APPROVED | 2025-04-17 |
Branch Locations
1900 Duke Street 200 2Nd Fl, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Alexandria | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | 04/2025 |
| Wells Fargo Advisors Financial Network, Llc | Alexandria | VA | 04/2025 | Present |
NEXTECH LLC; INVESTMENT RELATED; COLUMBIA, MO; LLC FOR COMMERCIAL REAL ESTATE INVESTMENTS; 36% OWNERSHIP; START DATE 10/01/2011; 1 HR DEVOTED PER MONTH. 114 PRIVATE WEALTH LLC; INV RELATED; ALEXANDRIA, VA; 100% OWNERSHIP; START DATE 4/21/2025; 60 HOURS PER MONTH; 1 DURING TRADING; FINET PRACTICE. 114 PW HOLDINGS, LLC; INV RELATED; ALEXANDRIA, VA; 50% OWNERSHIP; 04/2025; 20 HOURS PER MONTH; 20 HOURS DURING TRADING; FINET PRACTICE | 114 PW HOLDINGS, LLC; INV RELATED; ALEXANDRIA, VA; 50% OWNERSHIP; 04/2025; 20 HOURS PER MONTH; 20 HOURS DURING TRADING; HOLDING COMPANY FOR FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-09 |
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