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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 | 2026-04-09 |
| VA | RA | APPROVED | 2026-04-09 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
501 Independence Parkway [Satellite], Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norfolk | VA | 09/2015 | 07/2017 |
| Raymond James Financial Services, Inc. | Chesapeake | VA | 07/2017 | 03/2024 |
| Raymond James Financial Services Advisors Inc. | Chesapeake | VA | 07/2017 | 03/2024 |
| Freedom Street Partners | Chesapeake | VA | 07/2017 | 03/2024 |
| Steward Partners Global Advisory, Llc | Chesapeake | VA | 03/2024 | 04/2026 |
| Steward Partners Investment Solutions, Llc | Chesapeake | VA | 03/2024 | 04/2026 |
| Steward Partners Investment Advisory, Llc | Chesapeake | VA | 03/2024 | 04/2026 |
| Elan Wealth Management, Llc | Chesapeake | VA | 03/2024 | 12/2024 |
| Wells Fargo Advisors Financial Network, Llc | Chesapeake | VA | 04/2026 | Present |
(1)Name of Business: Freedom Street Partners Address: 1214 Innovation Drive Suite 200, Chesapeake, VA, 23320, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client Service 2) Name of Business: Chesapeake Rotary Club; Address: Chesapeake, VA; Activity Type: Help with projects that impact the city of Chesapeake; Position/Title: Member; Start Date: 01/01/2024; Not investment related; 4 Hrs/Mo devoted to this activity; 4 Hrs/Mo devoted to this activity during trading hours; Description of Duties: Vote on various club matters. 3) Name of Business: Chesapeake Rotary Club; City/State: Chesapeake, VA; Activity Type: Rotary Club; Position/Title: Board Member; Description of duties: Coordinate various Club operational functions; Start date: 07/10/2024; 8HRs/Mo devoted to this activity; 5HRs/Mo devoted to this activity during trading hours; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-26 |
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