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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2021-12-09 |
| TX | RA | APPROVED | 2020-08-17 |
| DC | RA | APPROVED | 2009-04-03 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Washington | DC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, ROSCOE, NY, START: 1/10/2023, 2 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER, INV RELATED, ROSCOE, NY, START: 7/10/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING. CO-TRUSTEE FOR FRIEND'S TRUST; INV RELATED; ARLINGTON; VA; START: 10/01/2024; 1 HOUR A MONTH; 4 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 1995-08-29 |
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