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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 | 2026-06-02 |
| VA | RA | APPROVED | 2026-06-02 |
Branch Locations
3408 Candlers Mountain Rd, Lynchburg, VA 24502 • United States
10 S Jefferson St Ste 2100 [V3/V8-Rbo], Roanoke, VA 24011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc ( | Roanoke | VA | 06/2026 | Present |
| Wells Fargo Bank, Na | Altavista | VA | 03/2018 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Altavista | VA | 08/2019 | 07/2021 |
| Market At Main | Lynchburg | VA | 05/2017 | 03/2019 |
| The Home Depot | Lynchburg | VA | 07/2017 | 02/2019 |
| University Of Lynchburg | Lynchburg | VA | 08/2014 | 05/2017 |
| Dream Vacations | Lynchburg | VA | 11/2016 | 11/2018 |
| Boonsborro Country Club | Lynchburg | VA | 07/2016 | 01/2017 |
| Nylife Securities Llc | Roanoke | VA | 08/2021 | 03/2022 |
| New York Life Insurance Company | Roanoke | VA | 08/2021 | 03/2022 |
| Hampton Inn And Suites | Lynchburg | VA | 07/2021 | 12/2023 |
| Gwfs Equities, Inc | Greenwood Village | CO | 04/2022 | 06/2026 |
| Advised Assets Group, Llc | Greenwood Village | CO | 04/2022 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-19 |
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