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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 | 2020-07-21 |
| VA | RA | APPROVED | 2020-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlottesville | VA | 07/2020 | Present |
| Bank Of America, Na | Charlottesville | VA | 12/2009 | 07/2020 |
CFP BOARD OF STANDARDS, NOT INV RELATED, WASHINGTON DC, EXAM REVIEWER, START 6/1/2010, 4 HOURS PER MONTH, ZERO DURING TRADING, WRITING AND REVIEWING EXAM QUESTIONS FOR CFP EXAM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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