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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 | 2011-06-02 |
| VA | RA | APPROVED | 2008-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlottesville | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlottesville | VA | 11/2016 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; CHARLOTTESVILLE, VA; RENTAL UNIT; CO-OWNER; START 8/2011; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING. TOEWS IN THE WATER LLC, INV RELATED, WILLMINGTON, DE, 50% OWNERSHIP WITH SPOUSE, START 8/20/2021, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS LAKEHOUSE.; SAILOR'S REST HOMEOWNERS ASSOCIATION, INV RELATED, BUMPASS, VA, START: 05/01/2024, 1 HR/MONTH, 0 HRS DURING TRADING, MAKING DECISIONS ON COMMON AREA PROPERTY MAINTENANCE.; SCOUT TROOP 114, INVT RELATED, IRVING, TX, CO-TREASURER. START DATE 11/1/2024, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, HELPING MANAGE DUES RECEIVED FROM SCOUNTS AND REIMBURSING EXPENSES TO PARENTS, DROPPING OFF CHECKS AT BANK, MAKING ADVANCE PAYMENTS / RESERVATIONS FOR ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-22 |
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