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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 | 2026-05-28 |
Branch Locations
1751 & 1753 Pinnacle Dr, Mclean, VA 22102 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-04-11 |
Branch Locations
1753 Pinnacle Dr 3Rd And 4Th Fl [V1-Rbo], Mclean, VA 22102 • United States
Vienna, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Securities, Inc. | Vienna | VA | 05/2000 | 08/2017 |
| Wells Fargo Advisors Financial Network | Mclean | VA | 05/2026 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 08/2017 |
| Unemployed | Germantown | MD | 09/2017 | 11/2017 |
| Kestra Financial, Inc. | Chevy Chase | MD | 11/2017 | 01/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 04/2018 | 11/2018 |
| Ef Legacy Securities, Llc | Fairfax | VA | 04/2018 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 11/2018 |
| Ubs Financial Services Inc. | Mclean | VA | 11/2018 | 03/2023 |
| Unemployed | Germantown | MD | 02/2018 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-19 |
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