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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 | 2022-08-25 |
| MD | RA | APPROVED | 2022-08-22 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
1676 International Drive Suite 610, Mclean, VA 22102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 08/2022 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 08/2022 | Present |
LEVEL PAR, LLC, INVT RELATED, VIENNA, VA, 100% OWNERSHIP, START DATE 1/3/2023, 35 HRS PER MONTH, 30 HRS DURING TRADING, FINET PRACTICE.| BARTO GP, LLC; INV RELATED; VIENNA, VA; 90% OWNERSHIP; START DATE 05/06/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING FORMED TO SELL A PERCENTAGE TO AN LLC BLOOMFIELD HILLS LAHSER HIGH SCHOOL 50TH REUNION COMMITTEE; INV RELATED; VIENNA, VA;TREASURER; START DATE: 11/24/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-01 |
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