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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-12-23 |
Branch Locations
307 International Circle, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Baltimore | MD | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Baltimore | MD | 11/2016 | 11/2017 |
| Wells Fargo Bank | Baltimore | MD | 11/2017 | 09/2021 |
| Wells Fargo Clearing Services | Baltimore | MD | 02/2021 | 09/2021 |
| Truist Advisory Services, Inc. | Baltimore | MD | 09/2021 | Present |
CALVERT HALL COLLEGE HIGH SCHOOL WRESTLING PROGRAM POSITION: Wrestling Coach NATURE: Wrestling Coach for high school. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2024 ADDRESS: 8102 Lasalle Rd MD, United States DESCRIPTION: Coaching high school students.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-22 |
| S66 | Uniform Combined State Law Examination | 2007-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-28 |
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