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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-29 |
Branch Locations
4965 Elm St, Bethesda, MD 20814 • United States
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Washington | DC | 02/2016 | 04/2017 |
| Pnc Investments | Pittsburgh | PA | 02/2016 | 04/2017 |
| Wells Fargo Clearing Services, Llc. | Potomac | MD | 05/2017 | 04/2023 |
| Wells Fargo Bank Na | Potomac | MD | 05/2017 | 04/2023 |
| Morgan Stanley | Washington | DC | 04/2023 | 05/2025 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 05/2025 | Present |
| Wells Fargo Bank, Na | Bethesda | MD | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-22 |
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