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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 | 2017-09-08 |
| VA | RA | APPROVED | 2005-11-24 |
Branch Locations
428 Mclaws Circle Ste 100, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Williamsburg | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Williamsburg | VA | 11/2016 | Present |
POWER OF ATTORNEY FOR NIECE; INV. RELATED; NEWPORT NEWS, VA; START DATE 2/12/2016; 4 HRS PER MONTH; 1 HR DURING TRADING. TRINITY LUTHERAN CHURCH, INV RELATED, NEWPORT NEWS, VA, THE TEAM FOUNDATION TRUSTEE, START 11/6/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, ATTENDING MEETINGS, APPROVING OR REJECTING ADVISOR RECOMMENDATIONS, DISCUSSING AND APPROVING CHARITABLE GIFTS, AND CHURCH BUILDING MAINTENANCE. NOTARY, NOT INVT RELATED, RICHMOND, VA, NOTARY PUBLIC, START DATE 8/8/1996, 2 HRS PER MONTH, 2 HRS DURING TRADING, NOTARIZE DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-26 |
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