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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 | 2018-03-08 |
| VA | RA | APPROVED | 2013-06-14 |
Branch Locations
3019 West Moore Street Suite 100, Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Richmond | VA | 06/2013 | Present |
SILLMON WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; RICHMOND,VA; 100% OWNERSHIP; START DATE 06/13/2013; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; FINET BUSINESS. WINFREE FOUNDATION FOR THE FUTURE; INV. RELATED; MIDLOTHIAN,VA; ENDOWMENT COMMITTEE MEMBER; START DATE 05/01/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 1; ATTENDING MEETINGS TO SELECT AND OVERSEE AN INVESTMENT MANAGER/FIRM AND MAKING SURE THEY ARE ADHERING TO FOUNDATION'S OBJECTIVES, GOALS, AND RISK TOLERANCES, ACQUIRE AND ESTABLISH A CONSTRUCTION FUND, AND A FUND FOR THE EXPENSE OF PUBLIC WORSHIP. EVERBLESS FOUNDATION; NOT INV RELATED; RICHAMOND, VA; BOARD OF TRUSTEES; START: 12/07/2023; 2 HOURS PER MONTH; 0 HOURS DURING TRADING; ATTENDING MEETINGS, DISCUSSING ORGANIZATIONAL MATTERS AND OVERSEEING AN INVESTMENT FINANCIAL FIRM, MAKING SURE THEY MEET THE FOUNDATIONS GOALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-13 |
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