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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 | 2022-08-23 |
| MD | RA | APPROVED | 2018-04-18 |
| TX | RA | APPROVED | 2018-04-18 |
Branch Locations
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
1753 Pinnacle Dr 3Rd And 4Th Fl [V1-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Rockville | MD | 03/2017 | 03/2018 |
| Burkholder & Associates | Rockville | MD | 09/2015 | 03/2017 |
| Wells Fargo Clearing Services Llc | Bethesda | MD | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-08 |
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