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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Roanoke | VA | 05/2003 | 03/2025 |
| Wells Fargo Advisors Llc | Christiansburg | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Christiansburg | VA | 11/2016 | 03/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 04/2025 | Present |
| National Bank Of The Blacksburg | Blacksburg | VA | 04/2025 | Present |
1.) National Bankshares. Trust Relationship Management. yes, Investment related. Started April 2025. Approx 40 hours per month all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-18 |
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