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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-27 |
| TX | RA | APPROVED | 2023-06-23 |
Branch Locations
5600 Glenridge Dr Suite 200-E, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Atlanta | GA | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2016 | 02/2020 |
| Morgan Stanley | Atlanta | GA | 03/2020 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 11/2021 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Atlanta | GA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-02 |
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