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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 | 2021-11-10 |
| VA | RA | APPROVED | 2008-01-07 |
Branch Locations
11817 Canon Blvd Ste 100, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hampton | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hampton | VA | 11/2016 | Present |
CPA LICENSE, NOT INV RELATED, HENRICO, VA. START: 1/24/17, 0 HOURS/MONTH, 0 DURING TRADING, HOLDS CPA LICENSE. RBE PROPERTIES, LLC, INVT RELATED, YORKTOWN, VA, 100% OWNERSHIP WITH SPOUSE, START DATE 7/29/2022, 48 HRS PER MONTH, 0 HRS DURING TRADING, TO HOLD PERSONAL REAL ESTATE. TRUSTEE FOR FATHER'S TRUST; INV RELATED; POQUOSON; VA; START: 10/16/2024; 30 HOURS A MONTH; 1 HOUR DURING TRADING. EXECUTOR FOR FATHER'S ESTATE; INV RELATED; POQUOSON; VA; START: 10/21/2024; 30 HOURS A MONTH; 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-04 |
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