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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-26 |
Branch Locations
1753 Pinnacle Dr 1St Fl, Mclean, VA 22102 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
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 |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | Washington | DC | 01/2015 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 07/2024 | Present |
I currently sublease a bedroom above a detached garage of my primary residence. 1.The name of the other business - Real Estate 2.Whether the business is investment-related - Sublease of a bedroom as rental property 3.The address of the other business- 727 McKenzie Ave Alexandria VA 22301 4.The nature of the other business - sublease of a bedroom 5.Your position - Owner 6.Title - Owner 7.Relationship with the other business - Owner 8.The start date of your relationship -12/01/2017 9.The approximate number of hours/month you devote to the other business-0 10.The number of hours you devote to the other business during securities trading hours-0 11.Briefly describe your duties relating to the other business- None, except arranging maintenance periodically. RENTAL PROPERTY; INV RELATED; ALEXANDRIA, VA; 100% OWNERSHIP; START DATE 3/1/2024; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-09 |
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