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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-08 |
| NC | RA | APPROVED | 2022-10-04 |
| VA | RA | APPROVED | 2021-12-17 |
Branch Locations
919 East Main Street Suite 2000, Richmond, VA 23219-4622 • United States
Glen Allen, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | St. Louis | MO | 02/2007 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 11/2016 | 12/2018 |
| Cary Street Partners | Richmond | VA | 08/2018 | 07/2019 |
| Edward Jones | St.LOuis | MO | 09/2019 | 12/2021 |
| Rbc Capital Markets, Llc | Richmond | VA | 12/2021 | Present |
| City National Bank | Richmond | VA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-07 |
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