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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 | 2023-10-18 |
| VA | RA | APPROVED | 2013-05-30 |
Branch Locations
10 S Jefferson St Ste 2100 [V3/V8-Rbo], Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Vinton | VA | 05/2010 | Present |
| Wells Fargo Advisors Llc | Vinton | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Vinton | VA | 11/2016 | Present |
COLLABORATIVE HOME MANAGEMENT; NOT INV. RELATED; GLADE HILL, VA; OWNER; HOME CLEANING BUSINESS; START DATE 9/26/2017; 15 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: MANAGE COMPANY. STAR BEHAVIORAL HEALTH, NOT INVT RELATED, ROANOKE, VA, OFFICE MANAGEMENT ASSISTANT, START DATE 10/1/2020, 32 HRS PER MONTH, 0 HRS DURING TRADING, MANAGE INVENTORY, EXPENSES AND BILLING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-04 |
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