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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Mc Lean | VA | 05/2021 | 03/2022 |
| Wells Fargo Bank | Mc Lean | VA | 05/2021 | 03/2022 |
| Wells Fargo Bank | Mclean | VA | 07/2008 | 04/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 03/2022 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2022 | Present |
CO-TRUSTEE FOR SPOUSE, INV RELATED, ARLINGTON, VA, START 5/21/2019, 0 HRS/MONTH, 0 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, WASHINGTON DC, 100% OWNERSHIP, START 1/31/2009, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. FAIRFAX FUTURES POSITION: Board Member NATURE: This is an early childhood education advocacy organization that is a public private partnership with Fairfax County's Office for Children. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/31/2023 ADDRESS: Fairfax VA, United States DESCRIPTION: Helping develop the private advocacy for Early Childhood Education by working with other companies to support the mission of training and supporting early childhood education providers to enrich the ECE experience for Fairfax County children.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-09 |
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