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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_RES | 2020-05-22 |
| VA | RA | APPROVED | 2020-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Mclean | VA | 04/2015 | 12/2016 |
| Ubs Financial Services Inc | Vienna | VA | 04/2017 | 05/2020 |
| Fairway Corporation | Gainesville | VA | 12/2016 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 05/2020 | Present |
JAAC LL, INV RELATED, ALDIE, VA, 100% OWNERSHIP, START 5/31/2021, ZERO HOURS PER MONTH, ZERO HOUR DURING TRADING, HOLD RENTAL PROPERTY. VALUE RETURNS;WISE INVESTING FOR THE NEXT 10 YEARS AND BEYOND, INVT RELATED, ADLIE, VA, CO-AUTHOR, START DATE 2/1/2011, 0 HRS PER MONTH, 0 HRS DURING TRADING, CO-AUTHOR OF BOOK. RENTAL PROPERTY, INVT RELATED, MILLSBORO, DE, 100% OWNERSHIP, START DATE 8/30/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF PROPERTY. WOODLANDS ELITE OF VIRGINIA; NOT INV RELATED;ALDIE,VA; COMPETITIVE CHEER GYM;35% OWNERSHIP; START DATE: 08/01/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-14 |
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