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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 | 2023-01-03 |
| VA | RA | APPROVED | 2008-02-20 |
Branch Locations
1753 Pinnacle Dr 3Rd And 4Th Fl [V1-Rbo], Mclean, VA 22102 • United States
Falls Church, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Mclean | VA | 08/2004 | Present |
| Boone & Associates P.C. | Fairfax | VA | 11/2000 | Present |
| Wells Fargo Advisors Llc | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | Present |
CITY OF FALLS CHURCH BOARD OF ZONING APPEALS; NOT INV. RELATED; FALLS CHURCH, VA; BOARD MEMBER; START DATE: 1/2021; 5 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTENDING MEETINGS AND MAKING DECISIONS REGARDING ZONING VARIANCE APPLICATIONS. WEST FALLS COMMUNITY DEVELOPMENT AUTHORITY; NOT INV. RELATED; FALLS CHURCH, VA; ALTERNATE BOARD MEMBER; START DATE 1/2022; 6 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MEETINGS AND VOTE ON VARIOUS ISSUES SHOUD A CURRENT MEMBER BE ABLE TO ATTEND.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-20 |
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