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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-04 |
| TX | RA | APPROVED_RES | 2024-09-03 |
Branch Locations
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 | Richmond | VA | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 01/2020 |
| Fidelity Brokerage Services Llc | Glen Allen | VA | 02/2020 | 04/2024 |
| Janney Montgomery Scott Llc | Richmond West | VA | 09/2024 | Present |
| Unemployed | Richmond | VA | 04/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-05 |
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