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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 | 2018-03-28 |
| VA | RA | APPROVED | 2007-09-26 |
Branch Locations
13716 Smoketown Rd, Woodbridge, VA 22192 • United States
12771 Harbor Dr, Woodbridge, VA 22192 • United States
16300 Navigation Dr, Woodbridge, VA 22191 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
13891 Richmond Hwy, Woodbridge, VA 22191 • United States
12711 Marblestone Dr, Woodbridge, VA 22192 • United States
8723 Cooper Rd Ste A, Alexandria, VA 22309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Alexandria | VA | 10/2004 | Present |
| Wells Fargo Advisors Llc | Woodbridge | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodbridge | VA | 11/2016 | Present |
POWER OF ATTORNEY FOR FATHER; INV. RELATED; LORTON, VA; START DATE 8/1/2019; 1 HR PER MONTH; LESS THAN 1 HR PER MONTH. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; LORTON, VA; START DATE 8/1/2019; 1 HR PER MONTH; LESS THAN 1 HR PER MONTH. TRUSTEE FOR FATHER'S TRUST; INV. RELATED; LORTON, VA; START DATE 8/2019; 4 HRS PER MONTH; LESS THAN 1 HR PER MONTH. TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; LORTON, VA; START DATE 8/2019; 4 HRS PER MONTH; LESS THAN 1 HR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-04 |
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