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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 | 2026-04-09 |
| VA | RA | APPROVED | 2026-03-30 |
Branch Locations
100 E South St [Vv-Rbo], Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Glen Allen | VA | 03/2014 | 09/2017 |
| Wells Fargo Clearing Services Llc | Richmond | VA | 09/2017 | 12/2025 |
| Unemployed | Midlothian | VA | 12/2025 | 03/2026 |
| Wells Fargo Clearing Services, Llc | Charlottesville | VA | 03/2026 | Present |
KNIGHTS OF COLUMBUS - FR. ADRIAN HARMENING COUNCIL; INV RELATED; RICHMOND, VA; FINANCE COMMITTEE MEMBER; START DATE 7/1/2024; 4 HOURS PER MONTH; 0 DURING TRADING; ATTENDING MONTHLY MEETINGS TO DISCUSS CHARITABLE ACTIVITIES, FUND-RAISING, ALLOCATION OF FUNDS TO SCHOOL PROGRAMS, SCHOLARSHIPS, & OUTSIDE COMMUNITY CHARITIES, VOTING ON NEW FUND-RAISING ACTIVITIES, CHARITABLE PROGRAMS, & NEW OFFICER APPOINTMENTS, WORING WITH THE COUNCIL TREASURER TO REPORT ON FUNDS RAISED BY THE COUNCIL & DONATED TO THE SCHOOL & OTHER CHARITIES, AND PARTICIPATING IN THE ANNUAL AUDIT OF THE FINANCIAL REPORTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
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