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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_RES | 2019-03-15 |
| VA | RA | APPROVED | 2015-11-09 |
Branch Locations
1608 Laskin Rd, Virginia Beach, VA 23451 • United States
301 Little Neck Rd, Virginia Beach, VA 23452 • United States
999 Waterside Dr Ste 1800, Dominion Tower [V4-Rbo], Norfolk, VA 23510 • United States
205 Battlefield Blvd S, Chesapeake, VA 23322 • United States
2821 Shore Dr, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Virginia Beach | VA | 01/2011 | Present |
| Wells Fargo Advisors Llc | Virginia Beach | VA | 02/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Virginia Beach | VA | 11/2016 | Present |
RENTAL PROPERTY, INVT RELATED, HENRICO, NC, 100% OWNERSHIP WITH SPOUSE, START DATE 10/1/2021, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNERS. SANDY TRACE HOA; NOT INV. RELATED; HENRICO, NC; TREASURER; START DATE 1/2024; 3 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS, SEND INVOICES TO ACCOUNTING FIRM FOR LANDSCAPING AND UPKEEP OF GENERA AREAS AND FOLLOWING UP ON HOA BUDGET.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-13 |
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