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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-06 |
| VA | RA | APPROVED | 2022-03-21 |
Branch Locations
8200 Greensboro Dr Ste 100, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ashburn | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ashburn | VA | 11/2016 | 03/2022 |
| Truist Investment Services, Inc. | Mclean | VA | 03/2022 | Present |
| Truist Advisory Services, Inc. | Mclean | VA | 03/2022 | Present |
TREEL LLC. POSITION: Manager NATURE: This is a second home that we will rent from time to time. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2026 ADDRESS: Leesburg VA, United States DESCRIPTION: Manager of LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-22 |
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