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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-21 |
| TX | RA | APPROVED_RES | 2026-04-20 |
| MD | RA | APPROVED | 2026-04-17 |
Branch Locations
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
860 N Rolling Rd, Catonsville, MD 21228 • United States
582 Frederick Rd, Catonsville, MD 21228 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Catonsville | MD | 09/2021 | 04/2022 |
| Wells Fargo Bank, Na | Catonsville | MD | 08/2018 | 04/2022 |
| Bank Of America | Bowie | MD | 01/2017 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | Baltimore | MD | 04/2022 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Timonium | MD | 08/2022 | 08/2023 |
| Bank Of America, N.A. | Timonium | MD | 10/2022 | 08/2023 |
| Pnc Investments | Towson | MD | 08/2023 | 02/2024 |
| T. Rowe Price | Baltimore | MD | 02/2024 | 04/2026 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 04/2026 | Present |
| Harris Teeter | Bowie | MD | 04/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
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