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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-09 |
| TX | RA | APPROVED_RES | 2024-03-06 |
Branch Locations
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
3019 Nutley St, Fairfax, VA 22031 • United States
11781 Lee Jackson Memorial Hwy, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Alexandria | VA | 06/2015 | 11/2016 |
| Wells Fargo Bank Na | Alexandria | VA | 12/2013 | 03/2019 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | 03/2019 |
| Truist Investment Services, Inc. | Atlanta | GA | 04/2019 | 01/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 04/2019 | 01/2023 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-11 |
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