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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 | 2011-03-09 |
| VA | RA | APPROVED | 2008-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Danville | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Danville | VA | 11/2016 | Present |
7.143% OWNERSHIP IN CHRISTENSEN LLC, INVESTMENT RELATED, MINERAL RIGHTS, NO CURREN DUTIES, START DATE 11/2012 ATO CAPITAL FUND; INVESTMENT RELATED; CHARLOTTESVILLE,VA; INVESTMENT POLICY COMMITTEE MEMBER; START DATE 08/01/2017; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; RECOMMENDING SHORT TERM INVESTMENTS FOR THE FRATERNITY HOUSE RENOVATION FUND. MAINTAINING FUNDS EMARKED FOR THE RENOVATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-14 |
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