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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_RES | 2025-01-14 |
| VA | RA | APPROVED | 2008-06-13 |
Branch Locations
6844 Old Dominion Dr, Mclean, VA 22101 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, ALEXANDRIA, VA, 100% OWNERSHIP, START 4/28/2017, 2 HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. RENTAL PROPERTY, INVT RELATED, RESTON, VA, 100% OWNERSHIP, START 1/6/2020, 3 HRS PER MONTH, 0 HRS DURING TRADING, COLLECT RENTAL INCOME AND MAINTAIN PROPERTY. RENTAL PROPERTY, INVT RELATED, RESTON, VA, 100% OWNERSHIP, START 12/28/2020, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, LANDLORD. | RENTAL PROPERTY; INVESTMENT RELATED; ANNANDALE, VA; 100% OWNERSHIP; 02/20/2025; 1 HOUR PER MONTH; NO HOURS DURING TRADING HOURS; NO DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
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