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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2015-10-20 |
| TX | RA | APPROVED | 2015-09-03 |
| VA | RA | APPROVED | 2015-08-14 |
Branch Locations
1650 Tysons Blvd Ste 500, Mclean, VA 22102 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | Present |
ARLINGTON ECONOMIC DEVELOPMENT COMMISSION; NOT INV. RELATED; ARLINGTON, VA; ADVISORY BOARD MEMBER; START DATE 1/1/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: ATTEND MONTHLY MEETINGS AND SERVING ON AD HOC COMMITTEES AND TASK FORCES.; POWER OF ATTORNEY FOR FATHER, INV RELATED, ANNAPOLIS, MD, START: 1/1/2024, 1 HOUR A MONTH, 1 HOUR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-28 |
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