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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 | 2022-06-06 |
| VA | RA | APPROVED | 2022-06-06 |
Branch Locations
5636 Plank Rd, Fredericksburg, VA 22407 • United States
1390 Gaskins Rd, Richmond, VA 23238 • United States
131 Garrisonville Rd, Stafford, VA 22554 • United States
4400 W Hundred Rd, Chester, VA 23831 • United States
9906 Southpoint Pkwy, Fredericksburg, VA 22407 • United States
1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • United States
35 Banks Ford Pkwy, Fredericksburg, VA 22406 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 09/2015 | 11/2016 |
| Wells Fargo Bank Na | Richmond | VA | 12/2013 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 03/2021 |
| Mutual Of Omaha Investor Services | Henrico | VA | 03/2021 | 04/2022 |
| Mutual Of Omaha Insurance Company | Henrico | VA | 03/2021 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-18 |
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