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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 | 2025-12-15 |
Branch Locations
10944 Fairfax Blvd, Fairfax, VA 22030 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Leesburg | VA | 08/2024 | 11/2025 |
| J.P. Morgan Securities Llc | Leesburg | VA | 08/2024 | 11/2025 |
| John Marshall Bank | Leesburg | VA | 12/2022 | 03/2024 |
| Wells Fargo | Leesburg | VA | 04/2024 | 08/2024 |
| Pnc Bank | Remote | VA | 11/2017 | 12/2022 |
| Care With Love | Fairfax | VA | 10/2017 | 10/2017 |
| Jhmr One Group Llc | Fairfax | VA | 12/2011 | 01/2017 |
| Unemployed | Aldie | VA | 02/2017 | 09/2017 |
| Wells Fargo Bank, Na | Fairfax | VA | 11/2025 | Present |
| Wells Fargo Clearing Services, Llc | Fairfax | VA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-27 |
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