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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-09-25 |
| TX | RA | APPROVED | 2023-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Roanoke | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 11/2016 | 09/2023 |
| Wells Fargo Advisors Financial Network, Llc | Roanoke | VA | 09/2023 | Present |
RENTAL PROPERTY, INV RELATED, OCEAN CITY, MD, 100% OWNERSHIP, START 4/19/2004, 1 HOUR PER MONTH, 0.2 HOURS DURING TRADING, OWNER. SUMMIT WEALTH GROUP LLC, INV RELATED, ROANOKE, VA, 33.33% OWNERSHIP, START 9/6/2023, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, FINET PRACTICE. JOHN D. GREEN - SWG CORP., INV RELATED, ROANOKE, VA, 100% OWNERSHIP, START 09/12/2023, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-20 |
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