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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-31 |
| NY | RA | APPROVED | 2021-05-03 |
| FL | RA | APPROVED | 2020-09-14 |
| VA | RA | APPROVED | 2019-05-22 |
| DC | RA | APPROVED | 2019-05-20 |
| NC | RA | APPROVED | 2019-05-14 |
| TX | RA | APPROVED_RES | 2019-05-09 |
Branch Locations
875 15Th St Nw, Washington , DC 20005 • United States
13061 Lee Jackson Memorial Hwy, Fairfax, VA 22033 • United States
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2017 | 04/2019 |
| Ann Taylor Inc | Fairfax | VA | 08/2017 | 11/2017 |
| Jp Morgan Securities, Llc | Washington | DC | 05/2019 | Present |
| Jp Morgan Chase Bank, N.A. | Washington | DC | 05/2019 | Present |
Entity Name: Dz Delights Investment related: No Address: Herndon, VA Nature of the other business: Bakery Position/Title/Relationship: Baker Start Date: 01-Oct-2010 Approximate # of hours a month: 5 Approximate # of hours during securities trading hours: 5 Briefly describe your duties: Bake cakes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-12 |
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