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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-25 |
| PA | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED | 2024-09-25 |
Branch Locations
999 Eisenhower Blvd. Suit 1, Johnstown, PA 15904 • United States
2000 Tower Way, Suite 2037, Greensburg, PA 15601 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
110 Washington Street 2Nd Floor, Cumberland, MD 21502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Cumberland | MD | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cumberland | MD | 11/2016 | 06/2021 |
| Lpl Financial | Cumberland | MD | 06/2021 | 03/2022 |
| Wells Fargo Clearing Services, Ll | Cumberland | MD | 03/2022 | 09/2024 |
| &Partners | Nashville | TN | 09/2024 | Present |
FROSTBURG STATE UNIVERSITY COLLEGE OF BUSINESS, ENGINEERING, COMPUTING, AND ANALYTICS POSITION: Advisory Board Member NATURE: This is a university. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/05/2025 ADDRESS: Frostburg, MD 21532, United States DESCRIPTION: Serve in an advisory capacity to the College of Business, Engineering, Computing, and Analytics at Frostburg State. We help to provide guidance on the strategic plan for the college and direction for curriculum development and accreditation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-26 |
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