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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 | 2020-06-24 |
| VA | RA | APPROVED | 2014-10-24 |
Branch Locations
1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Richmond | VA | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | Present |
IRON FORGED GRIT, LLC; NOT INV. RELATED; GLEN ALLEN,VA; 100% OWNERSHIP; START DATE 04/01/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; STRENGTH TRAINING AND FIREARM INSTRUCTION. SAINT MICHAEL CATHOLIC CHURCH; NOT INV RELATED; GLEN ALLEN, VA; FUNDRAISING COMMITTEE MEMBER; START 06/01/2024; 8 HOURS PER MONTH; 0 HOURS DURING TRADING; TO HELP FUND RAISE FOR A PLAYGROUND. DISCOVERY WEALTH MANAGEMENT GROUP LLC; INV RELATED;GLEN ALLEN,VA; FINET PRACTICE;33.3% OWNERSHIP; START DATE: 11/09/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; IRON FORGED GRIT LLC; INV RELATED;GLEN ALLEN,VA; FINET PRACTICE;100% OWNERSHIP; START DATE: 11/09/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-06 |
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