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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-15 |
| VA | RA | APPROVED | 2020-06-09 |
| TX | RA | APPROVED_RES | 2020-05-22 |
Branch Locations
1650 Tysons Blvd Ste 500, Mclean, VA 22102 • United States
Vienna, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Vienna | VA | 04/2010 | 05/2020 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 05/2020 | Present |
RENTAL PROPERTY, INVT RELATED, NAPLES, FL, 100% OWNERSHIP, START DATE 11/1/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. RENTAL PROPERTY - 8789 ; INV RELATED;NAPLES ,FL; SEASONAL RENTAL;100% OWNERSHIP; START DATE: 05/31/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-09 |
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