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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 | 2025-05-05 |
Branch Locations
2213 N Glebe Rd, Arlington, VA 22207 • United States
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Arlington | VA | 10/2016 | 05/2019 |
| Charles Schwab Bank | Arlington | VA | 10/2016 | 05/2019 |
| Morgan Stanley Smith Barney Llc | Mclean | VA | 05/2019 | 12/2022 |
| Morgan Stanley Privage Bank, N.A | New York | NY | 06/2019 | 12/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2019 | 12/2022 |
| Nylife Securities Llc | Bethesda | MD | 01/2023 | 10/2024 |
| Eagle Strategies Llc | Bethesda | MD | 10/2024 | 04/2025 |
| Wells Fargo Clearing Services, Llc . | Arlington | VA | 04/2025 | Present |
DURABLE POWER OF ATTORNEY FOR MOTHER; INV RELATED; WAGONER, OK; POA; 06/2020; 1 HOUR PER MONTH; 0 DURING TRADING; POA FOR MOTHER'S FINANCIAL AFFAIRS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-09 |
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