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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 | 2024-09-19 |
| VA | RA | APPROVED | 2024-06-25 |
Branch Locations
1753 Pinnacle Dr 3Rd And 4Th Fl [V1-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Private Bank | Mclean | VA | 10/2010 | 06/2021 |
| Cresset Asset Management, Llc | Reston | VA | 06/2021 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 05/2024 | Present |
CPA LICENSE, NOT INV RELATED, HENRICO, VA, START 6/25/24, 1 HRS PER MONTH, 0 HRS DURING TRADING; BALLARD COMMERCIAL LLC, INV RELATED, FAIRFAX, VA, 5% OWNERSHIP, START 11/26/24, 1 HR PER MONTH, 0 HRS DURING TRADING, SPOUSES COMMERCIAL REAL ESTATE ADVISORY SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-17 |
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