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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 | 2022-11-09 |
| MD | RA | APPROVED | 2014-05-02 |
Branch Locations
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Germantown | MD | 04/2014 | 11/2016 |
| Wells Fargo Bank, Na | Germantown | MD | 10/2012 | Present |
| Wells Fargo Clearing Services, Llc | Germantown | MD | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, MONTGOMERY VILLAGE, MD, 100% OWNERSHIP WITH SPOUSE, START 5/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY; INVESTMENT RELATED; GERMANTOWN,MD; 100% OWNERSHIP WITH SPOUSE; START DATE 04/30/2021; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-24 |
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