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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 | 2025-12-12 |
Branch Locations
164 Schofield Dr, Midlothian, VA 23113 • United States
1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • 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 Bank, Na | Midlothian | VA | 09/2023 | Present |
| Wells Fargo Clearing Services, Llc | Midlothian | VA | 09/2025 | Present |
| Truist Bank | Chesterfield | VA | 07/2022 | 09/2023 |
| First Citizens Bank | Richmond | VA | 02/2022 | 07/2022 |
| Well Fargo Bank | Mechanicsville | VA | 01/2021 | 02/2022 |
| Dunkin Donuts | Henrico | VA | 08/2018 | 01/2021 |
| Extreme Pizza | Henrico | VA | 08/2017 | 08/2018 |
| Dunkin Donuts | Henrico | VA | 08/2016 | 08/2017 |
| Henrico County Public Schools | Henrico | VA | 01/2019 | Present |
I work for Henrico County Public Schools and they aren't investment related at all. I'm a drumline instructor at Tucker High School, and the address is 2910 N. Parham Road Henrico, Virginia 23294. I only go to the school on Tuesdays and Thursdays to help the percussion section rehearse for about an hour, along with attending games on friday nights and competitions on saturday here and there. I started some time in 2019 and its seasonal so according to the band season which is only high school football season and a little bit before the school year starts for band camp with them. So maybe about 5 hours max a week and that fluctuates. GREATER REFUGE CHURCH MINISTRIES; NOT INV RELATED; RICHMOND, VA; RELIGIOUS ACTIVITIES; ORGANIST; START DATE: 11/05/2025; 8 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-18 |
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