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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 | 2020-02-28 |
| VA | RA | APPROVED | 2008-08-15 |
Branch Locations
1021 E Cary St 22Nd Fl James Center Ii, Richmond, VA 23219 • United States
320A Charles H Dimmock Pkwy Ste 1, Colonial Heights, VA 23834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | Present |
RENTAL PROPERTY, INVT RELATED, CAPE CHARLES, VA, 100% OWNERSHIP WITH SPOUSE, START DATE 5/20/2024, 8 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY. | POWER OF ATTORNEY FOR FATHER; INVESTMENT RELATED; HANOVER, VA; POWER OF ATTORNEY; 01/14/2025; 3 HOURS A MONTH; 0 HOURS DURING TRADING HOURS; | RENTAL PROPERTY; INV RELATED; HENRICO, VA; 100% OWNERSHIP WITH SPOUSE; 05/2025; 6 HOURS PER MONTH; 0 DURING TRADING; RENTAL PROPERTY | ENABL INVESTMENT COMPANY; INV RELATED; GLEN ALLEN, VA; 50% OWNERSHIP WITH SPOUSE; 09/2024; 5 HOURS PER MONTH; 0 DURING TRADING; RENTAL PROPERTY LIABILIY PROTECTION | RENTAL PROPERTY (LILY'S PAD); INV RELATED; CAPE CHARLES, VA; 50% OWNERSHIP; 05/2024; 5 HOURS PER MONTH; 0 DURING TRADING; RENTAL / VACATION HOME|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-05 |
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