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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 | 2018-11-27 |
| VA | RA | APPROVED | 2018-08-18 |
Branch Locations
1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • United States
Mechanicsville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Richmond | VA | 04/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | Present |
B TO A LLC, INV RELATED, MECHANICSVILLE, VA, 100% OWNERSHIP, START 6/27/2017, ZERO HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES. THE W SOURCE BNI GROUP; INVESTMENT RELATED; SANTA BARBARA,CA; COMMITTEE MEMBER; START DATE 04/15/2019; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETING IN BNI GROUP TO DISCUSS WOMEN ISSUES IN THE FINANCIAL INDUSTRY. AUTHOR; NON INV-RELATED; MECHANICSVILLE, VA; COOKBOOK TITLED NOTHING LEFTOVER; START: 10/10/20; 40 HRS/MO; 0 DURING TRADING; DUTIES: AUTHORING COOKBOOK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-16 |
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