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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 | 2025-11-10 |
| TX | RA | APPROVED_RES | 2025-11-04 |
Branch Locations
1676 International Drive Suite 610, Mclean, VA 22102 • United States
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 11/2025 |
| Wells Fargo Advisors Financial Network, Llc | Mclean | VA | 11/2025 | Present |
LLC; INV RELATED; ARLINGTON, VA; LLC USED FOR INCOME FROM FINET; 100% OWNERSHIP; START DATE 11/03/2025; 150 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS| CABALU GP, LLC ; INV RELATED; ARLINGTON,VA; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 01/27/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY; INV RELATED; VA; BEACH RENTAL PROPERTY; 100% OWNERSHIP; START DATE 06/01/2026; 5 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-07 |
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