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514 Market Street, Parkersburg, WV 26101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Richmond | VA | 06/2008 | 05/2026 |
| United Brokerage Services, Inc. | Richmond | VA | 05/2026 | Present |
| United Bank | Richmond | VA | 05/2026 | Present |
| Wells Fargo Advisors, Llc | Richmond | VA | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-09 |
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