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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 | 2024-05-02 |
| VA | RA | APPROVED | 2024-05-02 |
Branch Locations
9020 Stony Point Pkwy Suite 385, Richmond , VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Richmond | VA | 05/2024 | Present |
SAGE WEALTH ADVISORS LLC; INV RELATED; MIDLOTHIAN, VA; 16.67% OWNERSHIP; START DATE 5/6/2024; 160 HOURS PER MONTH; 160 DURING TRADING; FINET PRACTICE.| BIGPHATPIG LLC; INV RELATED; MIDLOTHIAN, VA; 100% OWNERSHIP; START DATE 5/6/2024; 160 HOURS PER MONTH; 160 DURING TRADING; FINET PRACTICE.| FC RICHMOND- U9 GIRLS SOCCER; NOT INV RELATED; MIDLOTHIAN, VA; SOCCER COACH; START DATE 08/01/2025; 20 HOURS PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-05 |
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