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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 | 2025-11-26 |
Branch Locations
101 S Main St, Lexington, VA 24450 • 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 | Lexington | VA | 07/2025 | Present |
| Wells Fargo Bank, Na | Lexington | VA | 01/2022 | Present |
| University Of Kentucky | Lexington | VA | 09/2014 | 09/2020 |
| Unemployed | Buena Vista | VA | 09/2020 | 01/2022 |
OLD WORLD PROJECT LLC (NAME NOT YET FINALIZED); INV RELATED; BUENA VISTA,VA; VIDEO GAME;100% OWNERSHIP; START DATE: 09/19/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-21 |
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