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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-11-27 |
| VA | RA | APPROVED | 2023-07-12 |
Branch Locations
950 Herndon Pkwy, Herndon, VA 20170 • United States
3914 Centreville Rd, Chantilly, VA 20151 • United States
47030 Community Plaza, Sterling, VA 20164 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Centreville | VA | 10/2014 | 06/2023 |
| Wells Fargo Advisors, Llc | Centreville | VA | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Centreville | VA | 11/2016 | 06/2023 |
| Pnc Investments Llc | Herndon | VA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-26 |
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