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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 | 2026-01-20 |
| MD | RA | APPROVED | 2026-01-19 |
| VA | RA | APPROVED | 2025-07-28 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
1676 International Drive Suite 610, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2021 | 12/2023 |
| Wells Fargo Advisors Financial Network, Llc | Mclean | VA | 04/2020 | 07/2020 |
| Washington Golf And Country Club | Arlington | VA | 04/2016 | 08/2019 |
| Punch Bowl Social | Arlington | VA | 04/2021 | 08/2021 |
| St. Lawrence University | Canton | NY | 08/2016 | 05/2020 |
| Vienna Sabres | Vienna | 08/2020 | 04/2021 | |
| Massmutual Life Insurance Co. | Wellesley | MA | 01/2024 | 07/2025 |
| Mml Investors Services, Llc | Wellesley | MA | 01/2024 | 07/2025 |
| Wells Fargo Advisors Financial Network, Llc | Mclean | VA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-16 |
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